Sameeksha Capital – Page 8 – Sameeksha

Updated on November 29, 2023October 1, 2019/ Sameeksha Capital

Performance Update : October 2019

We are pleased to share with you an update on our performance. Specifically, we would like to highlight the following: We specialize in equity investing in India as well as abroad through LRS route. Our founder has had a stellar track record in the global equity investment space. We will be happy to furnish additional …

Updated on April 12, 2024March 1, 2019/ Sameeksha Capital

Sameeksha Annual Investor Letter

Financial year 2019 was a challenging year with slowing growth in both global as well as Indian economy. . An impressive uptick in March ended FY 19 performance of Nifty on a promising note. However, Mid Cap and Small Caps ended in red for the fiscal. Some of the major factors that led to the …

Updated on November 29, 2023April 1, 2017/ Sameeksha Capital

Performance Update : April 2017

Our Performance: Because of our unique approach of only investing based on absolute value and not following ‘fully Invested’ or ‘Model Portfolio’ approach, it is important to evaluate our performance based not only on overall returns but also on the performance of the invested portion (Table 1). Table 1: Performance of Sameeksha PMS for FY2017 …

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