The month of June presented a blockbuster rally in the Indian stock market, both the market Indices NIFTY 50 and BSE Sensex to climb to their all-time highs. The month ended on the back of strong inflows from foreign institutional investors (FIIs), robust corporate balance sheets, moderating inflation and growth picking up coupled with expectations …
Month: June 2023
Outperformance In Strong Month For The Market
The month of June presented a blockbuster rally in the Indian stock market where major indices including the NIFTY 50 and the BSE Sensex climbed their all time high thrice this month. In June 2023, Sameeksha India Equity Fund (‘Sameeksha AIF’), a SEBI registered Category III Alternative Investment Fund gained 5.6% (net of all fees …
Annual Letter : FY 2022-23 (Year Ending Mar 31, 2023)
Introduction As of March 31 2023, Sameeksha completed seven years of managing money in Indian equities. Back in late 2015, we started Sameeksha with the objective to manage our investors’ assets just as we manage our own by investing in businesses that were durable and were managed by stewards who view their company capital with …
