Meet the champions of momentum investing who beat competition in post-covid bull market

Meet the champions of momentum investing who beat competition in post-covid bull market

In this environment, Deepak Shenoy, founder and CEO of Capitalmind, launched a momentum strategy in his portfolio management service (PMS). In May 2020, he published a whitepaper showing that even the simplest momentum strategies had beaten the broader market since 2000.  Momentum investing broadly involves buying the fastest-rising stocks in the hope they will continue … Read more

Why Samir Arora of Helios Capital is betting on travel and PSU stocks

Why Samir Arora of Helios Capital is betting on travel and PSU stocks

A bulk of Arora’s own equity investments have been made through Helios’ funds. On the consumption side, he has turned cautious on traditional consumption themes such as consumer durables and consumer staple. Instead, he has now built up positions on a consumption sub-theme – travel. “Indian consumers want to spend more on experiences. We have … Read more