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My name is Aakanksha. I am a former portfolio manager, now managing my own capital. I worked in the institutional fund management industry for more than a decade - investing in both US and International equities.
With The Edge newsletter, you can expect, digestible concise insights on:
Stocks - both international and US names. (All caps, Growth/Value)
Investment themes
Occasional views on key events in the markets
My investing style:
Fundamental
Long term - I analyse companies at least based on a 5 years out view
I focus a lot on scenario analysis (because who know what happens in the future) and probabilities of such scenarios.
I do not have a growth or value bias. I own companies in both buckets - having uncorrelated returns under different market conditions is key.
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Feel free to follow me on Twitter @Aakanksha_V1 or reach out to me via DMs!
Disclaimer: I use this newsletter also as a personal investing journal of sorts and many of the stocks I may write about, I might own. All opinions are personal. This is not financial advice. Please do your own due diligence and/or consult your financial advisor before making any investment decision.
