Author : Aequitas Our founders, Siddhartha Bhaiya and Neerav Shah started Aequitas in 2013. Between them, they have a combined experience of more than 40 years in the Portfolio Management Services or PMS space. As industry veterans, Siddhartha and Neerav understand
Author : Aequitas October the market breadth was very weak accompanied with low volumes across. FIIs finally turned positive on India within the last 15 days of October. This date holds special significance as this was the date given by the
Author : Aequitas Monthly Newsletter September 2022 Fund Update – Our Fund strategy of investing in companies which qualify on the 3 parameters of – • Growth • Value • Contrarian approach *PMS performance is an aggregate of all bespoke PMSes
Author : Siddhartha Bhaiya & Nishith Shah The ongoing Russia-Ukraine war has sent the global supply chain awry, leading to runaway increase in gas and energy prices across Europe. With Russia squeezing gas supplies, electricity prices in Germany alone have increased
Author : Aequitas Note: The performance data is net of annual performance fees and expenses Note: The performance data is net of annual performance fees and expenses The good part about our portfolio was that the results were very good, however
Author : Aequitas Note: The performance data is net of annual performance fees Investment Thesis We are very glad to share that our portfolio positioning is yielding the desired results. Before we set out constructing the portfolio in 2019 (for the
Author : Siddhartha Bhaiya Investing is not rocket science. Discipline, diligence, research and a long-term vision can spell the difference between outsized returns and modest growth. With a CAGR of 33.21%~ since inception, Aequitas’s investments in the markets have consistently outperformed
Author : Aequitas Oh, what a year it has been! The best way to describe the year gone by, is to quote the famous lines of ‘A tale of two cities’ by Charles Dickens – “It was the best of times,
Author : Siddhartha Bhaiya According to this industry stalwart who has consistently delivered higher-than-market returns to clients, life and the stock markets are a series of mistakes we commit, and it is from these mistakes that we learn. When asked what
Author : Nishith Shah & Siddhartha Bhaiya Why Invest in the Stock Market? There are multiple reasons why investing in stock markets is considered as a good way to grow wealth: Consistently higher returns: Historically, equity markets have generated higher returns
