Siddhartha Bhaiya’s global playbook: Top sectors in the US, China and Europe

Fund manager Siddhartha Bhaiya, who recently passed away after suffering a cardiac arrest, had turned cautious on Indian equities in his latest views while spotting selective opportunities in global markets. He remained bullish on non-tech themes in the US, consumption-led developments in China and defensive sectors in Europe, which he said offered better risk-adjusted opportunities.“As […]

If Siddhartha Bhaiya had not been a fund manager, he would have been a ‘bean counter’. Ace Investor’s motto: key lessons

Maverick fund manager Siddhartha Bhaiya, who passed away on Wednesday, December 31 due to cardiac arrest, once said he would have been a ‘bean counter’ had he not become an investor, a revelation he made in an interview with PMSBazaar. Widely known for his knack for identifying small-cap multibaggers, the 47-year-old was inspired by Warren […]

Siddhartha Bhaiya, the counter-stock picker who turned Rs 10 lakh into Rs 4 crore in 13 years

Mumbai-based, 47-year-old chartered accountant Siddhartha Bhaiya, who passed away this Wednesday after suffering a cardiac arrest while on holiday in New Zealand, was a counter-stock picker who looked at both value and growth investing principles to pick smallcap and midcap multibagger stocks early on. His Rs 4,000 crore PMS fund, India Opportunities Fund, has grown […]