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NEWSLETTER

MeritorQ: Rebalancing Bonus

We have previously highlighted in  MeritorQ: The Moneyball of Quality Investing the key reasons to rebalance in the context of MeritorQ’s investment rules. In this newsletter, we delve into how rebalancing between uncorrelated equity styles like Quality and Value, which forms the basis for selecting stocks in MeritorQ, further enhances MeritorQ’s returns. We call this the […]


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NEWSLETTER

Portfolio Performance and Update on Fundamentals - December 2024

Note: For all strategies except GCP, Performance data shown is net of fixed fees and expenses charged till December 31st, 2024 and is net of annual performance fees (Except for Little Champs Portfolio) charged for client accounts whose account anniversary/performance calculation date falls upto the last date of this performance period. Since, for Little Champs Portfolio, […]


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University Education and the Illusion of Learning

In a year in which, over 80% of India’s latest crop of graduates failed to get jobs, we find that university education in India neither increases the probability of employment nor gives an uplift to earnings. These challenges are being exacerbated by the rise of AI & automation. Specifically, the skills necessary to thrive in […]


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