One of the central tenets of modern macroeconomic thinking has been the emphasis on following a counter-cyclical policy — raise interest rates during the boom phase and lower them during a slowdown. This counter-intuitive idea lies at the heart of Sailesh Raj Bhan’s investment strategy. Bhan vividly recalls, how his ability to spot sharp distortions in relative sectoral valuations across different business cycles since 2004 enabled him to spot the right opportunities and earn a 10-year return of 10.79% compared with the Nifty’s 5.54%. Bhan ranks ninth in our survey, based on his past 10-year performance and currently manages assets worth over Rs.16,000 crore.
India's Best Fund Managers 2018
Sailesh Raj Bhan has made optimum use of cyclical downturns to deliver outperformance
Summer wine and salad
Kishore Singh - January 19, 2015
The million-dollar question: Is investing a game of luck or skill?
Shankar Sharma - May 04, 2021
Every crisis is an opportunity, if you are on the right side of equities
Samir Arora - May 04, 2021
Viraj Mehta trusts the toughness and bounce of a company that has seen many trials
Viraj Mehta - May 04, 2021
Safir Anand spots a mid-sized company with the right chemistry and catalytic circumstances
Safir Anand - May 07, 2021