31.76% in 2 Years โ What Happened in the SRF Fund? ๐ @SteptradeCapital
About This Video
Can a focused investment strategy really deliver 31.76% returns in just 2 years? In this conversation, Ankush Jain, CFA โ 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 fundโs performance.
In this video, we discuss:
๐น What drove SRFโs performance?
๐น The investment thesis behind SRF
๐น How a fund manager evaluates a high-conviction opportunity
๐น Business fundamentals vs. market price
๐น What investors should look for beyond short-term returns
๐น Lessons from the SRF investment journey
Speaker: Ankush Jain, CFA
Director & Fund Manager โ Steptrade Capital
Watch till the end to understand the strategy and thinking behind the numbers, not just the returns.
โ ๏ธ Disclaimer: This video is for educational and
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