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Sam'Maan India Portfolio Managers

India Focused - Long Only - Value Oriented

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May 01, 2023

2022-23 : Valuation compression overshadows earnings expansion

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Portfolio Review - Quarter 3 FY2022

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Learnings

2026 1
- April 1
  - Wait & Hope - Rewards will be worth it !

2025 1
- February 1
2023 2
- December 1
- May 1
2022 4
- May 1
- April 1
- February 1
- January 1
2021 1
- January 1
2020 3
- August 2
- February 1
2019 2
- October 1
- March 1
2018 3
2017 5
- December 1
- July 1
- June 1
- March 1
- February 1
2016 9
- November 1
- October 1
- August 1
- July 1
- June 2
- May 1
- April 2

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review 2022 - 20231
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