Sapana Bhavsar
Sapana has 15 years of experience in Human Resources. In her prior
stint with CRISIL, Sapana was leading the India HR Shared Services.
Sapana has 15 years of experience in Human Resources. In her prior stint with CRISIL, Sapana was leading the India HR Shared Services and was the Business HR for CRISIL’s Research division. Before CRISIL, Sapana was associated with Bank of America Merrill Lynch and has donned varied hats across the BAML entities.
Qualification: Sapana is a University Gold Medallist and has a Master’s degree in Labour Studies from Mumbai University.
Articles by team Marcellus
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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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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Our Little Champs and the Rising Giants!
How is our Kings of Capital holding up in the wake of asset quality issues cropping up everywhere?