May 2023 – Sameeksha

Updated on December 5, 2023May 5, 2023/ Sameeksha Capital

Another Month Of Outperformance, Top Rankings For Three And Five Years Retained

Buoyed by strong news from the Indian Economy (accelerating growth momentum and falling inflation) , the markets posted a strong month. Key market indices including the NIFTY 50 and the BSE Sensex clocked 2.2% and 2.1% respectively for the month of May. Sameeksha PMS gained 4.5% (net of all fees and expenses), and managed to …

Updated on December 5, 2023May 5, 2023/ Sameeksha Capital

Marginal Alpha In A Strong Month For The Markets

Buoyed by strong news from the Indian Economy (accelerating growth momentum and falling inflation) , the markets posted a strong month. Key market indices including the NIFTY 50 and the BSE Sensex clocked 2.2% and 2.1% respectively for the month of May. In May 2023, Sameeksha India Equity Fund (‘Sameeksha AIF’), a SEBI registered Category …

Among The Most Successful Professionals In Equities; Rated The #1 Technology Sector Analyst In Institutional Investors Polls For A Decade. Highly Respected Among Peers For His Path-Breaking Work And Thought Leadership. Rose From An Associate To Managing Director Within A Span Of Six Years In The Investment Banking Industry

Twenty Years Of Experience Building Top Research Franchises: Seven Years As Managing Director And The Global Head Of Technology At JP Morgan, Six Years As Director And Head Of Asia Pacific Technology At Credit Suisse And Five Years As Founder Of Equirus SecuritiesTrack Record Of Innovation And Excellence In Equity Research

Anchored The Rise Of Credit Suisse From An Unknown Name In Asian Equities To A Number One Ranked Firm In Asian Equities; Head Of Asia Pacific Tech Research

Credited For Building Top Ranked Global As Well As Asian Tech Research Practice At JP Morgan As MD And Global Head Of Tech Research; Made Defining Contribution To Enable JPMorgan To Move From An Also-Ran Player To A Top Global Name In Equity Research

Built A Very Profitable And Award Winning Indian Equity Business At Equirus From Scratch On A Tiny Budget; Achieved Number Two Ranking In Asia For Idea Performance

Impeccable Track Record Of Identifying True Long Term Winners Ahead Of Others Including Samsung Electronics, TSMC, Infosys And TCS And Guiding Investors To Stay Clear Of Laggards Such As UMC And SMIC Years Ahead Of Consensus.

Mind Of An Engineer, Worked In A Team That Designed The World’s Fastest Microprocessor With A Manta “Paranoia Is The Safest Frame Of Mind”. Awarded Two US Patents.

Work Experience Of Designing The World’s Fastest Microprocessors Based On Cutting Edge Technology For Which He Jointly Holds Two US Patents

Best In Class Business Education From The World Renowned Business School: Double Major In Economics And Finance, Beta Gamma Sigma Cum Laude From The University Of Chicago Booth. Excelled In Studies Under World Renowned Faculty Such As Dr. Raghuram Rajan, Former Governor Of The Reserve Bank Of India