bull market: Should you bet on mean reversion stories? This is what Malabar's Sumeet Nagar has to say
Explore Now “We want to invest in companies that have the ability to deliver significantly higher than market earnings growth of more than 20-25%”, says Sumeet Nagar, MD, Malabar Investments. In the portfolio which you manage, I have never seen you play the theory of mean reversion. A lot of fund managers say what has worked in the past may not work in the future because the biggest truism in the market is mean reversion. But you tend to buy good companies when they go down rather than flipping and flopping out of sectors? Yes, the mean reversion theme across sectors or across quality of ...
Source: indiatimes.com