[Video] Webinar with Vivek Bajaj – Investing Framework & Case Studies


In this session, Stalwart’s CIO, Jatin Khemani discusses:

  1. Stalwart’s Investing Framework – 20:20 & Special Situations
  2. Drivers of Long-term Returns – Volume Growth
  3. Industry Life Cycle
  4. List of Promising Industries
  5. Deep-Dive into Security Services | SIS Ltd.
  6. Portfolio Allocation Strategy
  7. Learnings & Mistakes
  8. Advice to New Investors

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