Understanding factor investing in equities through a different lens Understanding factor investing in equities through a different lens This article is authored by Neha Agarwal, Vice President of Research at SageOne Investment Managers LLP Vaishnavi Chauhan / Tuesday, April 30, 2024 / Article rating: 5.0 Biases like overconfidence, loss aversion, and anchoring make it difficult for managers to assess market changes objectively and adjust factor exposures accordingly.
How capital efficiency and capital intensity creates superior businesses and superior investing opportunities How capital efficiency and capital intensity creates superior businesses and superior investing opportunities This article is authored by Satish Kothari, SVP Research and Investments at SageOne Investment Managers. He is also the fund manager for SageOne’s SLMP strategy. Vaishnavi Chauhan / Wednesday, January 24, 2024 / Article rating: 4.1 New formats are more capital efficient than older ones and hence the incremental ROCE is higher along with a long runway for growth leading to high growth and high ROCE.
From valuation to growth: Unearthing the investment playbook From valuation to growth: Unearthing the investment playbook Authored by Samit Vartak, Founding Partner and Chief Investment Officer of SageOne Investment Managers LLP. Vaishnavi Chauhan / Friday, September 29, 2023 / Article rating: 4.6 How does one find high-growth companies? To start with it’s important to find a pond with a lot of fish which are of high-return variety.
Market Wrap: Benchmark indices close on a negative note with Nifty FMCG and Nifty PSU... Market Wrap: Benchmark indices close on a negative note with Nifty FMCG and Nifty PSU... Sensex closed lower by 0.14 per cent and closed at 77,580.31, while Nifty closed lower...
Penny Stock Under Rs 10: Company Secures Service Contract with UAE-based Erhardt... Penny Stock Under Rs 10: Company Secures Service Contract with UAE-based Erhardt...
Promoter Bought 5,37,000 Shares: Microcap Company Reports Stellar Q2 FY25 Results –... Promoter Bought 5,37,000 Shares: Microcap Company Reports Stellar Q2 FY25 Results –...
Penny Stock with High Promoter Holding: Revenue Jumps 2,357 Per cent, Profit Climbs... Penny Stock with High Promoter Holding: Revenue Jumps 2,357 Per cent, Profit Climbs...
Axis Mutual Fund and HSBC Mutual Fund Take Fresh Positions in 2024-Listed Company;... Axis Mutual Fund and HSBC Mutual Fund Take Fresh Positions in 2024-Listed Company;... During the period of July to September domestic mutual funds Axis Midcap Fund and HSBC...
Top Mistakes to Avoid While Investing in Mutual Funds Top Mistakes to Avoid While Investing in Mutual Funds
Dollex & Defty: What Do These Terms Mean in the Stock Market? Dollex & Defty: What Do These Terms Mean in the Stock Market?