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From Engineering to Equity: Ashish Naik's Journey and Investment Strategies

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Manage episode 441344501 series 3488085
Indhold leveret af Value Research. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Value Research eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
In this episode, we sit down with Ashish Naik, fund manager at Axis Mutual Fund, as he shares his unique journey from software engineering to the world of equity management. Ashish discusses his transition from Hexaware Technologies to finance, the lessons learned from his time at Goldman Sachs, and how his love for mathematics has influenced his investment strategies. Learn about his approach to managing 18 diverse funds, sector rotation, and finding companies with stable growth. Ashish also sheds light on improving the performance of underperforming funds like Axis Bluechip, market trends, and emerging investment themes in India. Don't miss his expert insights and valuable tips for navigating the stock market!
  continue reading

938 episoder

Artwork
iconDel
 
Manage episode 441344501 series 3488085
Indhold leveret af Value Research. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Value Research eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
In this episode, we sit down with Ashish Naik, fund manager at Axis Mutual Fund, as he shares his unique journey from software engineering to the world of equity management. Ashish discusses his transition from Hexaware Technologies to finance, the lessons learned from his time at Goldman Sachs, and how his love for mathematics has influenced his investment strategies. Learn about his approach to managing 18 diverse funds, sector rotation, and finding companies with stable growth. Ashish also sheds light on improving the performance of underperforming funds like Axis Bluechip, market trends, and emerging investment themes in India. Don't miss his expert insights and valuable tips for navigating the stock market!
  continue reading

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