Introduction As of March 31 2024, Sameeksha completed eight 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 …
Author: Sameeksha Capital
April 2024* : Thirty eighth consecutive month of top decile performance**, upside capture*** 112%, downside capture*** 54%
* Period ending 30th April, 2024, ** Among multicap PMSes for five year period, *** Five year Period In the month of April, the benchmark S&P BSE 500 TRI has grown by 3.44%. Against that, Sameeksha PMS (Portfolio Management Service = Separately Managed Accounts) gained 6.23% (net of all fees and expenses) while having cash levels …
April 22 2024: Investors Need To Be Mindful Of Growth Rates Before Investing In IT Stocks Sameeksha Capital
March 2024* : Number One Again** And Thirty Seventh Consecutive Month Of Top Decile Performance***, Upside Capture**** 111%, Downside Capture**** 54%
* Period Ending 31st March, 2024, **; For Five Year Period Among Multicap PMSes With >Rs. 100 Crore AUM, *** Among Multicap PMSes For Five Year Period, **** Five Year Period In the month of March, the benchmark S&P BSE 500 TRI rose by 0.9%, whereas the S&P BSE Smallcap Index experienced a decline of …
March 13 2024 : Liquidity in small and midcaps in india is very thin – Interview with CNBC TV 18
February 2024* : Number one again** and thirty sixth consecutive month of top decile performance***, upside capture**** 115%, downside capture**** 60%
* Period ending 29th February, 2024 , ** For five year period among multicap PMSes with >Rs. 100 crore AUM , *** Among multicap PMSes for five year period, **** Five year Period In the month of February, the benchmark S&P BSE 500 TRI has grown by 1.7%. Against that, Sameeksha PMS (Portfolio Management Service = Separately …
February 6 2024 : IT continues to look attractive as the cos are creating huge cash flows – Interview with CNBC TV 18
January 2024* : Thirty Fifth Consecutive Month Of Top Decile Performance**, Upside Capture*** 115%, Downside Capture*** 58%
* Period ending 31st January, 2024 ** Among multicap PMSes for five year period *** Five year Period In the month of January, the benchmark S&P BSE 500 TRI has grown by 1.9%. Against that, Sameeksha PMS (Portfolio Management Service = Separately Managed Accounts) gained 3.4% (net of all fees and expenses) while having cash …
Number One For The Fifth Consecutive Month* , Top Decile Ranking For The 32nd Consecutive Month*
* For Five Year period In the month of October, the benchmark S&P BSE 500 TRI fell 2.9%. Against that, Sameeksha PMS (Portfolio Management Service = Separately Managed Accounts) gained 1.2% (net of all fees and expenses), resulting in a meaningful outperformance. Sameeksha AIF (Alternative Investment Fund = “Hedge Fund”) also gained 1.7% (post expenses pre tax), …
On Five Year Basis, Number One For The Fourth Consecutive Month, Top Decile Ranking For The 31st Consecutive Month
In September 2023, Indian markets decoupled with key global markets; as against 4.5% drop for S&P 500, BSE500 TRI went up 2%. Sameeksha PMS (Portfolio Management Service = Separately Managed Accounts) gained 1.4% (net of all fees and expenses), resulting in a small underperformance. Sameeksha AIF (Alternative Investment Fund = “Hedge Fund”) also gained 1.4% (post …
