
Sign up to save your podcasts
Or
Value Research sits down with Nimesh Chandan, CIO at Bajaj Finserv Mutual Fund, to unravel his InQuBe framework—the fusion of informational, quantitative, and behavioural edges that powers contrarian, market‑beating investment decisions. Learn how Nimesh blends top‑down mega‑trend analysis with bottom‑up stock screeners, employs pre‑mortem valuation scenarios, and uses Kelly‑based position sizing alongside strict stop‑loss and event triggers.
#ValueResearch #BajajFinserv #NimeshChandan #InQuBe #EquityInvesting #AlphaGeneration #ContrarianInvesting #BehavioralFinance #PortfolioStrategy #MegaTrends
Tags: Nimesh Chandan, Bajaj Finserv Mutual Fund, Value Research, InQuBe Framework, Equity Markets, Risk Management, Top‑Down Investing, Bottom‑Up Stock Picking, Alpha Strategies, Contrarian Approach
Value Research sits down with Nimesh Chandan, CIO at Bajaj Finserv Mutual Fund, to unravel his InQuBe framework—the fusion of informational, quantitative, and behavioural edges that powers contrarian, market‑beating investment decisions. Learn how Nimesh blends top‑down mega‑trend analysis with bottom‑up stock screeners, employs pre‑mortem valuation scenarios, and uses Kelly‑based position sizing alongside strict stop‑loss and event triggers.
#ValueResearch #BajajFinserv #NimeshChandan #InQuBe #EquityInvesting #AlphaGeneration #ContrarianInvesting #BehavioralFinance #PortfolioStrategy #MegaTrends
Tags: Nimesh Chandan, Bajaj Finserv Mutual Fund, Value Research, InQuBe Framework, Equity Markets, Risk Management, Top‑Down Investing, Bottom‑Up Stock Picking, Alpha Strategies, Contrarian Approach
54 Listeners
157 Listeners
17 Listeners
12 Listeners
60 Listeners
88 Listeners
38 Listeners
45 Listeners
5 Listeners
15 Listeners
9 Listeners
84 Listeners
8 Listeners
87 Listeners
11 Listeners