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
Author : Aequitas The markets are driven by a number of beliefs and sentiments, which, on close examination turn out to be long-perpetrated myths. Aequitas – an investment firm known for delivering outsized returns on small-caps – calls the bluff on
Author : Siddhartha Bhaiya One meeting which really convinced me about the power of long-term investing, how difficult it is, and the benefits that lie on the other side of the trade! In 2005, working as a research analyst, I had
Author : Siddhartha Bhaiya & Subham Agrawal The asset classes we think will do well in the future The last decade has probably been one of the worst periods for bond holders ever since the first-time interest was charged for lending
Author : Nishith Shah & Siddhartha Bhaiya Since the global financial crisis of 2008, central banks across the world have resorted to relentless money printing. In the last decade, the United States alone has seen a 10x jump in money supply
