Expert’s Insights On Stock-Specific Investing Strategy In A Corrected Market
Where are top investment managers deploying their fresh capital amid significant market corrections? In this excerpt from Business Today TV’s “Market Guru,” Sandip Bansal, Deputy CIO, ASK Investment Managers, shares his firm’s strategic approach. With the Nifty experiencing a 17-18% correction and mid-caps and small-caps taking a substantial hit, ASK Investment Managers are focusing on bottom-up business characteristics rather than market capitalization. They prioritize earnings, cash flows, growth, robustness, and return on capital, believing that solid businesses with consistent earnings delivery will outperform regardless of market cap. While acknowledging that mid-caps and small-caps have seen more severe corrections, creating…
