Value Research

Investing in Gold: Will It Shine in Your Portfolio?

Is gold still the ultimate hedge? Find out which form of gold is right for your portfolio in our latest Investors' Hangout!

Invesco's Alpha Playbook: Amit Ganatra's Secrets to Equity Success

In this episode, Amit Ganatra, Head of Equities at Invesco Mutual Fund, takes you through his journey and unveils Invesco's disciplined, in‑house six‑category stock selection process. He explains how a high‑quality portfolio focus and strict risk‑management levers delivered alpha across market cycles. He also breaks down the turnaround strategies behind the Midcap Fund's 2024 comeback and the all‑weather Large & Midcap Fund's outperformance. 

 

#ValueResearch #AmitGanatra #InvescoMutualFund #EquityResearch #InvestmentPhilosophy #RiskManagement #IndianMarkets

 

Tags: Value Research, Amit Ganatra, Invesco Mutual Fund, Equity Markets, Stock Selection, Portfolio Construction, Risk Management, Midcap Fund, Large & Midcap Fund, Indian Equities, Investment Strategy

Money Masters: Samir Arora of Helios Capital on Building Long‑Term Alpha

In this episode of Money Masters, Dhirendra Kumar sits down with Samir Arora, Founder and Fund Manager at Helios Capital, to unpack the firm's six‑category investment framework that delivers high‑confidence, long‑term alpha in Indian equities. Aurora shares how Helios Capital uses disciplined two‑to‑three‑year holding periods, rigorous governance filters, and a balanced growth‑value approach to navigate market cycles, manage risk, and consistently outperform. 

Tune in for actionable insights on portfolio construction, sector allocation, and adopting a 'reasonable confidence in high returns' mindset to elevate your equity investing strategy.

 

#ValueResearch #DhirendraKumar #MoneyMasters #SamirArora #HeliosCapital #EquityInvesting #AlphaGeneration #InvestmentFramework #IndianMarkets

Tags: Samir Arora, Helios Capital, Fund Manager, Equity Strategy, Stock Selection, Long‑Term Investing, Risk Management, Portfolio Construction, Indian Equities, Money Masters, Dhirendra Kumar, Value Research

Market Volatility and Factor Investing: Insights from Bhavesh Jain of Edelweiss MF

In this insightful podcast, Bhavesh Jain, Co-Head of Factor Investing at Edelweiss Mutual Fund, discusses how global factors, like US tariff measures and geopolitical tensions, are impacting market volatility and Indian equities. He explains the fund house's approach to multi-cap investing, with a focus on growth, quality, value, and momentum, and shares how this factor-based strategy helps the fund navigate volatile markets. Bhavesh also provides valuable insights on diversified portfolios, the importance of asset allocation, and how retail investors can manage risk during market turbulence.

 
Tune in to learn how disciplined, long-term investing and a well-balanced portfolio can provide protection against market volatility and generate consistent returns.

#FactorInvesting #BhaveshJain #EdelweissMF #MarketVolatility #InvestmentStrategy #EquityInvestment #IndianEquities #AssetAllocation #SIP #PortfolioDiversification #InvestingWisdom #MutualFunds #FinancialPodcast #ValueResearch

Tags: factor investing, Bhavesh Jain, Edelweiss Mutual Fund, market volatility, equity investing, portfolio diversification, asset allocation, investment strategies, retail investing, mutual fund podcast, financial planning, risk management, investment advice, SIP, gold investment, market recovery, economic growth, Indian markets, Value Research

The gambling instinct

When investing morphs into betting, everyone loses except the house

Investing in Chaos: Cut the Hype, Ignore the Noise!

Confused by market noise? Learn how to invest smartly amid chaos and cut through the hype!

The investor in the mirror

Why human emotions can be our own worst enemy

Winning by doing nothing

Market turmoil from tariff wars offers a masterclass in investor psychology

Is gold a relic or a refuge?

Even skeptics may need to reconsider gold's role in a changing global financial order

Markets in Turmoil: What Should Long-Term Investors Do Now?

The markets are in turmoil, with the Sensex crashing over 3,000 points amid global uncertainties like Trump's tariff shock and fears of a looming recession. So, what does this mean for long-term investors?