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Tata AMC's Meeta Shetty on Stock Picking, Portfolio Repositioning & Market Outlook
Manage episode 492064182 series 3488085
Content provided by Value Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Value Research or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
In this insightful interview, Meeta Shetty, Fund Manager at Tata Asset Management, shares her in-depth perspectives on the current state of Indian equity markets and how she navigates the complexities of investing in mid- and small-cap stocks. With a focus on bottom-up investing, Shetty elaborates on her unique strategy of identifying companies at key inflection points with improving Return on Capital Employed (ROCE).
She also sheds light on the adjustments being made to the Tata Focused and Tata Multicap funds, addressing past underperformance, portfolio recalibration, and the introduction of new alpha-generating opportunities. Additionally, Shetty provides a detailed look at her stock selection process, including her assessment of company growth visibility, risk profile, and valuation considerations.
Tune in to hear as she outlines her approach to finding long-term growth opportunities in a volatile market. Learn about the balance she maintains between alpha-compounders and how she's positioning her portfolios for future success.
999 episodes
Share
Manage episode 492064182 series 3488085
Content provided by Value Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Value Research or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
In this insightful interview, Meeta Shetty, Fund Manager at Tata Asset Management, shares her in-depth perspectives on the current state of Indian equity markets and how she navigates the complexities of investing in mid- and small-cap stocks. With a focus on bottom-up investing, Shetty elaborates on her unique strategy of identifying companies at key inflection points with improving Return on Capital Employed (ROCE).
She also sheds light on the adjustments being made to the Tata Focused and Tata Multicap funds, addressing past underperformance, portfolio recalibration, and the introduction of new alpha-generating opportunities. Additionally, Shetty provides a detailed look at her stock selection process, including her assessment of company growth visibility, risk profile, and valuation considerations.
Tune in to hear as she outlines her approach to finding long-term growth opportunities in a volatile market. Learn about the balance she maintains between alpha-compounders and how she's positioning her portfolios for future success.
999 episodes
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