Can a focused investment strategy really deliver 31.76% returns in just 2 years? In this conversation, Ankush Jain, CFA — Director & Fund Manager, Steptrade Capital, breaks down the thinking behind the investment in SRF, the business fundamentals, sector opportunity, and the factors that shaped the fund’s performance.
In this video, we discuss:
🔹 What drove SRF’s performance?
🔹 The investment thesis behind SRF
🔹 How a fund manager evaluates a high-conviction opportunity
🔹 Business fundamentals vs. market price
🔹 What investors should look for beyond short-term returns
🔹 Lessons from the SRF investment journey
Speaker: Ankush Jain, CFA
Director & Fund Manager – Steptrade Capital
Watch till the end to understand the strategy and thinking behind the numbers, not just the returns.
⚠️ Disclaimer: This video is for educational and