Paras Matalia

The one term that defines Samco Mutual Fund perfectly is Anomaly, which refers to something that deviates from what is standard, normal or expected. When Samco Mutual Fund was conceptualised, we weren’t interested in doing what our predecessors had already done. We weren’t interested in following the herd

As a retail Indian mutual fund investor, we can feel your pain and angst. You are at the receiving end of fund managers who claim to be different and more active than the rest. But these tall claims evaporate into thin air, the moment you look at the fund’s

What can an entrepreneur do to increase the profitability of the business? In our view, there are two most feasible and obvious things that an entrepreneur can try and attain: 1. Increase the sales, and or 2. Reduce the expenses Everything else being constant, if a company can increase its

The 3rd Leg of the 3E strategy is Maintaining efficient portfolio turnover and cost. Many investors are unaware of precisely how much they are being charged for their investment activity, so let’s have a look at the costs the average investor might incur. Investors believe that the total expense

The 2nd leg of our 3E strategy is buying efficient companies at an Efficient Price. Even for the highest quality companies, there will be a valuation at which they are no longer attractive investments which is why it's important that we don't end up paying inefficient prices for our wonderful

The 1st Leg of the 3E strategy is Buying efficient companies Our strategy endeavours to invest in only the most efficient HexaShiled-tested companies. Samco's HexaShield-tested framework strictly defines and quantifies the definition of a high-quality business. Our investable universe is restricted to a limited set of ~125 businesses from India