Amitabh Singhi is not a well known name among most American value investors; however in India he is highly regarded.
Singhi is Managing Director at Surefin Investments, an India based portfolio management and investment advisory company. Since inception in mid-2001 the fund has returned 29.8% annualized, net of all fees to investors. Mr. Singhi graduated with a B.S. in Economics from the Wharton School at the University of Pennsylvania , with concentrations in Finance and Management.
He will be speaking at the upcoming Value Investing Congress.
Morningstar recently conducted an interesting interview with Singhi, he is one of the few deep value investors in India and looks at a very narrow niche of small cap stocks.
Below is part of the transcript followed by the video:
Singhi: One of the things that people don't know is thatIndia has the second largest number of listed companies in the world. There are lots of small companies that probably should not have been listed, that are listed. That gives an opportunity for people to find things when others aren't looking there.
The second thing, really, is there are a lot of niche businesses available inIndia because it's a difficult land to traverse nationally. So you can have a lot of niche local companies that have been doing great work for 15, 20, 30 years that people haven't discovered.
ValueWalk.com
Singhi is Managing Director at Surefin Investments, an India based portfolio management and investment advisory company. Since inception in mid-2001 the fund has returned 29.8% annualized, net of all fees to investors. Mr. Singhi graduated with a B.S. in Economics from the Wharton School at the University of Pennsylvania , with concentrations in Finance and Management.
He will be speaking at the upcoming Value Investing Congress.
Morningstar recently conducted an interesting interview with Singhi, he is one of the few deep value investors in India and looks at a very narrow niche of small cap stocks.
Below is part of the transcript followed by the video:
Singhi: One of the things that people don't know is thatIndia has the second largest number of listed companies in the world. There are lots of small companies that probably should not have been listed, that are listed. That gives an opportunity for people to find things when others aren't looking there.
The second thing, really, is there are a lot of niche businesses available inIndia because it's a difficult land to traverse nationally. So you can have a lot of niche local companies that have been doing great work for 15, 20, 30 years that people haven't discovered.
ValueWalk.com
