Sanjoy Bhattacharya’s Views and Stock Picks

Sanjoy Bhattacharya, Partner, Fortuna Capital who advises an hedge fund “Aristos”, write a column for Forbes India. Here are the links of the article he has written till now. It makes for an interesting reading. He is very much focussed on “high ROCE” companies. I have seen him at the Myiris Investor show twice and I quite agreed to the point he made there.

The Myth of Fair Value

The Letdown and After

Stray Where You Are

When Pigs Take Wing

Aristos Fund posted a gain of 7.26% in July compared to 8% gain by Index and the Fund is up by 39.4% year to July.

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