E A Sundaram You can't beat a crowd if you are a part of it the case for contrarian investing

Mr. E. A. Sundaram, Executive Director & CIO Equities, O3 Capital, talked about his value investing style bias, which he likes to classify as "Commonsense Investing" in this insightful webinar.
ABOUT THE SPEAKER:
Mr. Sundaram likes to classify his value investing style bias as “Commonsense investing”. His thesis is simple -investment success can be achieved not only by doing the right things; but also by avoiding the wrong things. In his 29+ years of investment experience, he has been able to demonstrate taking significant contrarian positions - underweight Technology in 1999, underweight Infrastructure, Utilities, Power in 2007, underweight Midcaps in 2017, no NBFC exposure in 2018, etc. Sundaram’s previous stints include a role as Manager (Research) at SBI Mutual Fund, Head of Research and Fund Manager at Zurich India Mutual Fund, Senior Portfolio Manager at HDFC Mutual Fund, Portfolio Manager at M3 Investment Managers (a family office), and CIO and Portfolio Manager at PGIM India Mutual Fund.
ABOUT THE MODERATOR:- Nimisha Pandit, CFA, is an Associate Director and Head of Equity Research at Multi-Act Trade & Investments Pvt. Ltd. As the head of Multi-Act’s Research & Analysis Team she focuses on providing independent, unbiased and objective research services on Indian and global equity markets to Multi-Act’s portfolio managers, client advisers and third party clients for the ultimate goal of achieving investment excellence. She has over 10 years of experience in the field of Investment and Equity Research. Nimisha and her Research team cover more than 500 listed companies from more than 25 countries. They specialize in analysis of Quality of Earnings, Corporate Governance and businesses’ Sustainable Competitive Advantage. Nimisha strongly believes in Multi-Act’s Investment philosophy of Global Rational Analysis Framework which comprises of use of blend of Fundamental Analysis, Technical Analysis, Quantitative Analysis and Behavioral Analysis to arrive at Rational Investment Decisions.
Viewers are welcome to register for other webinars lined up, details of which can be found at any of our social media handles at LinkedIn, Twitter, Facebook and Instagram (Links in Bio), or the Weekly Flash email.
The CFA Society India, established in March 2005, is an association of local investment-professionals, consisting of portfolio managers, security analysts, investment advisors, and other financial professionals. As one of the over 158 CFA Institute member societies, The CFA Society India connects local members to a global network of investment professionals

[@SahilBhadviya]

Highly enlightning! Worth every minute. Great insight. Wish every investor watch this video!

[@arvindjain787]

Aapka analysis bhi Subramanian sir jaisa hi tha.mai aapka bhi subscriber hu brother 🙏🙏

[@johnmanjaly7063]

After ITC video expecting Bosch video

[@sagarjambukar7137]

The reason ITC traded at that valuation (below 30 PE) was probably because the investors compared it with other tobacco companies that were trading at that valuation (below 30 PE). That made sense because 40% of revenue and 80% of EBIT margins are gained from cigarette sales. These sales are significantly influenced by govt policies thus they cannot be given higher valuations like other FMCG giants (above 50 PE).
If that day comes when its EBIT from FMCG is higher than that from tobacco products it will start inching towards those > 50 PE valuation.

[@ronit.pereira7172]

What an excellent call on ITC. Buy quality at reasonable valuations.

[@toplist3257]

Was eye opening, but a small request to CFA society please don't put a time frame on the presenters and pressure them to complete in a time it looks really bad

[@jayantaroychowdhury3878]

2nd time I am listening. Womderful presentation with lots of wisdom. Thanks CFA Society and Subdaram Sir.

[@surendra1263]

Should have longer session with such a knowledgeable person...if possible pl bring him again in 2024

[@varunjain7895]

Extremely enlightening...Wish there was more time in this

[@arvindjain787]

True knowledge provided by CFA society.Thanks from bottom my heart 🙏🙏🙏

[@maddysydney]

Thanks for bringing such quality guests, content and interviewer and sharing this on YT. Just wonder why there is a time limit of about 1 hour if such an eminent person is willing to spend some more of their time.

[@rajeshmanjrekar3614]

Superb presentation, great presentation of facts, rather than fiction being presented by majority of fund managers

[@sureshunnikrishnan1985]

Bookmarked 27:00

[@Melquis_Goa]

This is indeed an Immensely knowledgeable video 🔥

[@rajesh1993]

Superb presentation.

[@MASH6666]

Highly wonderful presentation.Thanks

[@bipulkumardeka2239]

Mind blowing knowledge sharing..🙏

[@KoushikSekhar]

Distilled wisdom. Must watch for young investors.

[@ShailendraYadav-wr8vq]

Simply enlightening 🙏Thank you so much sir !!

[@soatraining]

This is distilled knowledge...
Is it better to look like a fool or act like one
Whom would you believe..a company with 150yr experience in autos or analyst tracking auto industry

[@MrBinitpatel]

Someone recommended on tweeter, and it’s true this one of the best channels. Sometimes gems 💎 found in the sea 🌊 of CZcams which is full of noise of so called investors cum paid influencers.

[@praveenyada1623]

Wonderful presentation, thanks

[@mukeshbhagat9113]

Plz share the presentation pdf as well

[@karansheth820]

ITC KINGGGG

[@KoushikSekhar]

On Bosch from 1:03:00

[@lonelytraveller3244]

wat a lecture. thank u Sir...

[@allvideos2084]

Brilliant analysis 👍