In simple terms, the net selectivity ratio is a measure of a portfolio manager’s stock-picking skills. It looks at how well the manager can choose individual securities that outperform their benchmarks or market indexes. The ratio isolates the returns that arise purely from the active selection of securities rather than external market factors like overall economic conditions or trends within a sector.
Infosys’ weak Q4 earnings has a price, brokerages slash targets by 9-13%
Infosys reported a 12% YoY drop in Q4 net profit and missed revenue estimates. The company in its guidance has projected revenue growth of 0%–3%
April 18, 2025