Girik Capital - Portfolio Management Services

Videos
Articles

Videos
Articles

Webinar

(20^th May, 2024)

“Watch Fund Managers Charandeep Singh & Varun Daga of Girik Capital discuss election's market impact. Girik Capital shares the view that markets are currently expensive, but reasonable long-term growth is expected. The focus remains on investing in leading companies with strong earnings momentum."

ET NOW

(14^th Mar, 2023)

“Watch Charandeep Singh & Varun Daga - Girik Capital in an interview with ET Now. Charandeep Singh & Varun Daga - Fund Managers, Girik Capital believe that at present financials are the most over-owned.Money is moving towards fixed income and debt. They are bullish on capex-related themes and feel capex revival is underway in India."

CNBC TV18

(10^th Mar, 2023)

“Watch Charandeep Singh & Varun Daga - Fund Managers, Girik Capital in an interview with CNBC TV18 Girik Capital says sectors that are showing relative outperformance and earnings momentum that is not necessarily priced in, is the manufacturing side. Capital goods , Power ancillaries etc. are the segments that have been under-owned and could be the next potential leaders."

Bloomberg Quint - Hindi

(20^th Feb, 2023)

“Watch Charandeep Singh and Varun Daga in an exclusive interview with Bloomberg Quint - Hindi. Girik Capital says new leaders lead new bull markets & focus remains on earnings progression. Early signs of revival seen in the capex cycle. They also suggest that time could be ripe to bet on Autos especially with growing customer preference for UVs."

Bloomberg Quint

(20^th Feb, 2023)

“Watch Charandeep Singh and Varun Daga in an exclusive interview with Bloomberg Quint. Girik Capital says new leaders lead new bull markets & focus remains on earnings progression. Early signs of revival seen in the capex cycle. They also suggest that time could be ripe to bet on Autos especially with growing customer preference for UVs."

CNBC TV18

(10^th Feb, 2023)

“Girik Capital is incrementally seeing a lot of opportunity across the market in general and remains positive on sectors like Manufacturing , EPC, Infra and Cap Goods. One should select stocks considering factors like earnings acceleration, earnings growth and valuations which leave enough room for upside."

ET NOW

(23^rd Jan, 2023)

“Watch Charandeep Singh & Varun Daga - Girik Capital, in an exclusive interview with ET Now. They say with interest rates having gone up globally, FIIs selling and U.S. high yield bonds at 8%-10%, one should be cautious especially in high multiple sectors. Sectors like capital goods & manufacturing which were ignored earlier are showing good potential. Also, IPOs with reasonable multiples are worth looking at."

CNBC TV18

(06^th Jan, 2023)

“Charandeep Singh & Varun Daga, Fund Managers - Girik Capital say that with the rise in the profit (%) contribution of autos to the nifty earnings makes the auto sector attractive. With slippages coming off sharply in FY22 in Public Banks & with signs of the capex cycle picking up, potential is seen in these sectors."

From the CIO’s Desk

(09^th Dec, 2022)

“He explains ‘While index investing is passive, the index itself is anything but passive’. With the passage of time, we find a significant churn in the top echelon of the bluest of the bluechip corporates signifying shifts in relative salience."

Presentation to Bombay Chartered Accountant’s Society

(09^th Nov, 2022)

“Watch Charandeep Singh, Fund Manager - Girik Capital talk about ‘Growth Based Investing’ in an exclusive event with the Bombay Chartered Accountant’s Society."

From the CIO’s Desk

(10^th Nov, 2022)

“Watch Harshad Patwardhan, CIO - Girik Capital in an exclusive interview with ET Now Swadesh. He explains that sectors pre & post correction tend to change hence suggests that one should be selective and focus on leading companies in leading sectors. He sees potential in Autos, Cap Goods/Industrials and Banking."

CNBC TV18

(03^rd Nov, 2022)

“Watch Charandeep Singh and Varun Daga discuss investment opportunities in an interview with CNBC TV18. One should look out for stock specific / thematic opportunities with focus on underlying earnings growth. Some super trends are on in the Indian equity markets, Telecom and select PSU banks look attractive."

ET NOW

(21^st Oct, 2022)

“Watch Charandeep Singh & Varun Daga share their outlook for Samvat 2079 on ET Now. They talk on sectoral bets like Financials sector & its impact on India's growing economy. Also, the profit contribution of Autos in the Nifty Earnings has risen from almost 1.5% to 5% making it attractive."

From the CIO’s Desk

(19^th Oct, 2022)

“He says, the top heavy nature of benchmarks creates a major dilemma for fund managers of large cap mandates. This fear of underperformance often leads to fund managers taking underweight or neutral positions in these low conviction heavyweight benchmark stocks."

CNBC TV18

(16^st Sept, 2022)

“Watch Charandeep Singh & Varun Daga, Fund Managers - Girik Capital share their market outlook on CNBC TV18. They believe new sectors emerge through different market cycles so one should focus on such emerging leaders and position themselves to benefit from such pockets which are well owned and with significant earnings tailwind as they could be the next outperformers."

From The CIO’s Desk

(22^st August, 2022)

“Girik Capital shares some key takeaways from from past market corrections. Harshad Patwardhan, Chief Investment Officer says corrections are a part of the game and positioning of the portfolio for the next phase of recovery is crucial as market returns post corrections tend to be healthy."

CNBC TV18

(19^st August, 2022)

“ Watch Charandeep Singh & Varun Daga in an interesting episode of 'Smart Money' on CNBC TV18. They say one has seen dramatic changes in the composition of Nifty through cycles and just like the index, one should stick with the leaders and not laggards. It is important to cut the losers and ride the winners."

CNBC TV18

(21^st July, 2022)

“Watch Charandeep Singh and Varun Daga - Girik Capital in an exclusive interview with CNBC TV18. One should focus on emerging trends and use the volatility to invest for the long term. Sectors which were considered cyclical are now showing potential, growth prospects seen in capital goods, industrials and selectively in auto and auto ancillaries."

ET Now

(12^th July, 2022)

“Watch Charandeep Singh and Varun Daga in an exclusive interview with ET NOW. Given the recent FII outflows & change in global & local macro environment, drivers of performance in equity markets are likely change. In such a scenario, valuations may not be the best indicator, focus on new sectors and emerging leaders."

CNBC TV18

(14^th June, 2022)

“Watch Charandeep Singh & Varun Daga - Girik Capital in an exclusive interview with CNBC TV18 sharing their views on the current market scenario. They believe it is a time to cut losers to protect capital. Market corrections are usually a good time to identify new winners and look for investment opportunities in emerging leaders."

CNBC TV18

(18^th May, 2022)

“Watch Varun Daga and Charandeep Singh in an exclusive interview with CNBC TV18. Girik Capital shares their view on the current market volatility. The fall from the peak in recent times is a part of the journey for equity investors. One should focus on managing risk and embrace such falls to build positions in favourable stocks from a 3-5 years perspective."

ET NOW

(13^th May, 2022)

“Watch Charandeep Singh and Varun Daga in an exclusive interview with ET NOW. Hear their views on how volatility could be your best friend in such times and one could find several opportunities over the next few months in sectors that are new and different from those that have performed over the last decade."

From The CIO’s Desk

(26^th April,2022)

“Watch Harshad Patwardhan, CIO - Girik Capital on ET Now Swadesh. He says one must be watchful in such uncertain times due to rising inflation, commodity prices, geo-political tensions etc. However, it is worthy to note that the Sensex has returned an overall CAGR return of 16% over the last 40+ years and new market leaders could also emerge from such volatility."

From The CIO’s Desk

(18^th April,2022)

“Watch Harshad Patwardhan, CIO- Girik Capital talk about how ‘Long Term Equity Rewards Dwarf Negative News Flows’. He says, it is natural that incessant negative news flow is making investors very nervous. However, we urge investors not to lose sight of the overwhelming positive skew in the Indian equity market returns."

CNBC TV18

(5^th April, 2022)

“Watch Charandeep Singh and Varun Daga in an exclusive interview with CNBC TV18. Girik continues to remain bullish on metals, believes that positive surprises could be seen from some metal names. Also, the IT story is attractive and this sector could be leading this time. To watch the interview, please click on the link below."

Interview with Bloomberg Quint (14th August, 2020)

Beat the Street - ET NOW

(22^nd March, 2022)

“Watch Charandeep Singh and Varun Daga in an exclusive interview with Nikunj Dalmia, ET NOW. Girik Capital says it is seeing a churn in the market leadership with commodities and IT companies leading the pack this time. Also, we believe that positive surprises could be seen from some metal names."

Talking Point - Bloomberg Quint

(21^st March, 2022)

“Watch Charandeep Singh & Varun Daga of Girik Capital on Bloomberg Quint - Markets are designed to challenge but focus on the price element along with industry leadership & earnings. 'Cut your Losers and Ride your Winners' is the takeaway from the current uncertain global landscape."

The Focus should remain on Dispersion of Stock Returns

ET NOW Swadesh

(15^th February, 2022)

“Watch Harshad Patwardhan, CIO - Girik Capital in an exclusive interview with Mihir Bhatt, ET Now. Hear his views on how the focus should be on dispersion of stock returns rather than index moves."

Beat the Street - ET NOW

(6^th January, 2022)

“Speaking to ET NOW, Charandeep Singh, Founder and MD, Girik Capital & Varun Daga, Co- Founder & Fund Manager, Girik Capital , say there are plenty of opportunities left to make money in the market. They say to focus on leading companies with strong balance sheets."

Beat the Street – ET NOW

(27^th September, 2021)

“Watch Charandeep Singh & Varun Daga in an exclusive interview with Nikunj Dalmia - ET NOW, as they share their views on why they believe it is the best time to be bullish on India’s growth story over the next decade"

Beat the Street – ET NOW

(20^th July, 2021)

“Watch Charandeep Singh & Varun Daga in an interview with ET NOW as they share their views on which sectors are showing leadership charts in the current Market and why they believe to ignore the noise on macro headlines and focus on the system and processes"

Beat the Street – ET NOW

(10^th May, 2021)

“While India reels under the pressure of Covid second wave, are markets climbing a wall of worry? Watch Charandeep Singh & Varun Daga in an interview with ET Now"

Beat the Street – ET NOW

(8^th January, 2021)

“How to keep your emotions from hampering your investing decisions? Watch Charandeep Singh & Varun Daga in conversation with Nikunj Dalmia on ET NOW"

Beat the Street - ET NOW

(18^th December, 2020)

“Why index funds have been outperforming fund managers ? Watch Charandeep Singh & Varun Daga in conversation with Nikunj Dalmia on ET NOW"

Beat the Street - ET NOW

(15^th September, 2020)

“Bull markets are born on pessimism, grow on skepticism, mature on optimism and die on euphoria. Watch Charandeep Singh and Varun Daga in conversation with Nikunj Dalmia on ET NOW."

Alpha Moguls - Bloomberg Quint

(14^th August, 2020)

“Can buying high and selling higher work better than buying low and selling high? Hear the Alpha Managers of Girik Capital in discussion with Niraj Shah at Bloomberg Quint"

Beat the Street - ET NOW

(17^th June, 2020)

“Bull Markets are always born on extreme pessimism.” Watch Charandeep Singh and Varun Daga in conversation with Nikunj Dalmia at ET Now, discussing “How the CANSLIM method has worked for Girik Capital"

Wizards of Dalal Street - CNBC

(1^st May, 2020)

Watch Mr Charandeep Singh - Co Founder and Fund Manager, Girik Capital, in conversation with veteran investor Mr Ramesh Damani discussing investment opportunities during the pandemic of COVID-19.

ET NOW

(13^th January, 2020)

Watch Mr. Charandeep Singh - Founder & Fund Manager, Girik Capital, in an interview with ET Now, talking about our strategy and performance over the last decade.

Wizards of Dalal Street - CNBC

(3^rd December, 2016)

Watch our fund managers in conversation with the market veteran Mr. Ramesh Damani in special series of Wizards of Dalal Street, CNBC TV18’s flagship talk show.

Girik in Press

Webinar

(20th May, 2024)

ET NOW

(14th Mar, 2023)

CNBC TV18

(10th Mar, 2023)

Bloomberg Quint - Hindi

(20th Feb, 2023)

Bloomberg Quint

(20th Feb, 2023)

CNBC TV18

(10th Feb, 2023)

ET NOW

(23rd Jan, 2023)

CNBC TV18

(06th Jan, 2023)

From the CIO’s Desk

(09th Dec, 2022)

Presentation to Bombay Chartered Accountant’s Society

(09th Nov, 2022)

From the CIO’s Desk

(10th Nov, 2022)

CNBC TV18

(03rd Nov, 2022)

ET NOW

(21st Oct, 2022)

From the CIO’s Desk

(19th Oct, 2022)

CNBC TV18

(16st Sept, 2022)

From The CIO’s Desk

(22st August, 2022)

CNBC TV18

(19st August, 2022)

CNBC TV18

(21st July, 2022)

ET Now

(12th July, 2022)

CNBC TV18

(14th June, 2022)

CNBC TV18

(18th May, 2022)

ET NOW

(13th May, 2022)

From The CIO’s Desk

(26th April,2022)

From The CIO’s Desk

(18th April,2022)

CNBC TV18

(5th April, 2022)

Beat the Street - ET NOW

(22nd March, 2022)

Talking Point - Bloomberg Quint

(21st March, 2022)

ET NOW Swadesh

(15th February, 2022)

Beat the Street - ET NOW

(6th January, 2022)

Beat the Street – ET NOW

(27th September, 2021)

Beat the Street – ET NOW

(20th July, 2021)

Beat the Street – ET NOW

(10th May, 2021)

Beat the Street – ET NOW

(8th January, 2021)

Beat the Street - ET NOW

(18th December, 2020)

Beat the Street - ET NOW

(15th September, 2020)

Alpha Moguls - Bloomberg Quint

(14th August, 2020)

Beat the Street - ET NOW

(17th June, 2020)

Wizards of Dalal Street - CNBC

(1st May, 2020)

ET NOW

(13th January, 2020)

Wizards of Dalal Street - CNBC

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