ETMarkets PMS Talk | A ‘private equity approach’ to public markets has driven our investing success for 15 years: Sameer Shah

ValueQuest’s Sameer Shah champions a private equity approach to public markets. He focuses on deep research and conviction in identifying transformative business trends early. Shah highlights manufacturing, defence, AI, aerospace, and energy transition as key themes for the next decade. He believes these sectors offer significant alpha opportunities, often remaining under-owned and under-appreciated by the broader market.

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