Markets and economy can follow very different paths (many a times opposite) in the short term just because of the predicting capability of the market.
Investment Philosophy
High Growth Businesses
Clean and Competent Management
Sustainable Competitive Advantage
Our primary focus is on superior businesses and would not buy a weak business irrespective of its price.
From the CIO’s desk
Samit Vartak is a very respectable name among the investor community and regarded for his investing wisdom, thought process, discipline, superior performance and above all his integrity. His quarterly investment memos are widely read for the insights they bring on table.