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.
Sandeep Biswas, Managing Director/CEO of Newcrest Mining Limited (ASX:NCM), Presents at the Denver Gold Forum
September 17, 2014
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Interview Highlights: Sean M. Thorpe of Aristotle Capital Management on Investing Strategies
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Interview Highlights: Joan E. Lappin of Gramercy Capital Management Corp on Investing Strategies
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