Abakkus Mutual Fund’s Sanjay Doshi sees opportunities across market capitalisations, despite elevated mid- and smallcap valuations. He urges investors to prioritise sustainable earnings, cash flows and returns on capital, maintain disciplined stock selection and align SIP allocations with long-term goals.
Nicholas Sleep’s investing lessons: Why patience, conviction and long-term thinking matter
Nicholas Sleep’s investment philosophy emphasises independent thinking, patience, and understanding business fundamentals. His successful Nomad Investment Partnership demonstrated the value of identifying high-quality businesses, assessing