How to Build a Strong Investment Team: Principles Behind High-Performance Investment Management
Building a strong investment team is both an art and a science. At Matsya Capital, our team philosophy is rooted in principles that drive us to excel, innovate, and overcome challenges. If I had to start all over again, here are some non-negotiable traits I would look for in every member of the investment team. […]
Why Research Matters in Hedge Fund Success: Inside a Fundamental Investing Approach
In the world of hedge funds, research is the cornerstone of success. Whether it’s quantitative, fundamental, or a blend of both, the depth and quality of research can make or break an investment strategy. Today, I want to delve into the importance of research in hedge funds, with a particular focus on fundamental research, which […]
What is Long-Short Investing? Demystifying this Powerful Hedge Fund Strategy
When I first embarked on my journey in the world of finance, I was captivated by the potential of long-short investing. This strategy, which allows for both long and short positions in equities, offers a unique blend of opportunities and challenges. Let’s explore the essence of leveraged long-short investing in equities using fundamental value, and […]
My Investment Philosophy: Key Takeaways
As I reflect on my journey from Wall Street to Mumbai, and the evolution of Matsya Capital and M12 Capital, several key principles have consistently guided my investment philosophy. These principles have been shaped by my experiences at Goldman Sachs, Duquesne Capital, Pointstate Capital and the challenges and triumphs of building a world-class long-short hedge […]
