A trader points to data on his computer screen. (Photographer: Asim Hafeez/Bloomberg)
Picking stocks that can deliver consistent returns year after year can be challenging for portfolio managers, especially with slowing consumption and economic growth sputtering to a six-year low. To solve the problem, Samit Vartak channelises his bets on the “right kind” of mid-sized companies.The partner and chief investment officer of SageOne Investment Advisors LLP said one needs companies that aren’t large to achieve annualised r...