Sandeep Bhatia discusses Silvant Capital Management LLC. While Mr. Bhatia does monitor macro trends, he is a bottom-up manager who is more focused on a company’s fundamentals and competitive positioning. He also looks at a company’s business opportunities and the record of its management team. When trying to assess the future earnings potential of a company, each business is measured according to a unique set of a key metrics for its sector. Then, in choosing holdings, those results are used to compare each company against the full set of investment opportunities.
Full interview available here.
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