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Equity Advisor
Motilal Oswal Securities • Fulltime
Jul 2023 - Apr 2024 • 9 mos
Identified 3 undervalued mid-cap opportunities capital goods through bottom-up fundamental analysis recommendations outperformed Nifty 50 by 7.2% over 6-month period, contributing to portfolio's 12.4% annualized return Developed sector rotation strategy during Q4 FY24 earnings season based on margin trend analysis and management commentary assessment; reduced portfolio beta from 1.3 to 0.9 while maintaining double-digit returns, demonstrating risk-adjusted performance optimization