From our Archives:
In this conversation from the 6th #VIPS, Mr. Sandeep Kothari shared his investment approach with Saurabh Singh, emphasizing his 'Deep Simplicity' framework, which helps identify growth and value factors, particularly in young companies and cyclical sectors like construction. He discussed investing in PSUs, using profitability CAGR vs. market cap CAGR for timing investments, and how macroeconomic views and geopolitics influence his decisions. Sandeep also explained how he evaluates undervalued yet robust companies, formulates exit strategies, and uses market penetration data from annual reports to guide investments. He touched on portfolio allocation between proven and potential businesses, the significance of impact investing in India, and offered tools for analysing annual reports. Lastly, he provided career guidance for aspiring investment analysts.
In addition, Mr. Sandeep shared his fitness mantra, discussing his routine and activities that help him stay fit. Do tune in to this interesting conversation.
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The Indian Association of Investment Professionals (IAIP), the India Society of CFA Institute, was established in Apr 2005 as an association of local investment professionals consisting of portfolio managers, security analysts, investment advisors and other financial professionals. As one of the over 160 CFA Institute member societies, the IAIP connects local CFA Institute members to a global network of investment professionals. For the continuing up-gradation of knowledge and skills of members, IAIP conducts speaker events, workshops led by leading finance professionals.