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From Engineering to Equity: Ashish Naik's Journey and Investment Strategies
MP3•Episode home
Manage episode 441344501 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 episode, we sit down with Ashish Naik, fund manager at Axis Mutual Fund, as he shares his unique journey from software engineering to the world of equity management. Ashish discusses his transition from Hexaware Technologies to finance, the lessons learned from his time at Goldman Sachs, and how his love for mathematics has influenced his investment strategies. Learn about his approach to managing 18 diverse funds, sector rotation, and finding companies with stable growth. Ashish also sheds light on improving the performance of underperforming funds like Axis Bluechip, market trends, and emerging investment themes in India. Don't miss his expert insights and valuable tips for navigating the stock market!
…
continue reading
982 episodes
MP3•Episode home
Manage episode 441344501 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 episode, we sit down with Ashish Naik, fund manager at Axis Mutual Fund, as he shares his unique journey from software engineering to the world of equity management. Ashish discusses his transition from Hexaware Technologies to finance, the lessons learned from his time at Goldman Sachs, and how his love for mathematics has influenced his investment strategies. Learn about his approach to managing 18 diverse funds, sector rotation, and finding companies with stable growth. Ashish also sheds light on improving the performance of underperforming funds like Axis Bluechip, market trends, and emerging investment themes in India. Don't miss his expert insights and valuable tips for navigating the stock market!
…
continue reading
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