A beginner's journey

Few people know that over three decades ago, Value Research started not with mutual funds but with equity research. My first assignment was a set of analyses of the-then hot new idea of public-sector disinvestment. The research was published in The Economic Times and, at the time, was the only source of such information and opinion in the country. In the decades that followed, even though we became globally known as the go-to source for everything on Indian mutual funds, our equity research capabilities grew just as robust. This happened simply because that's the only way to do an outstanding job of understanding equity mutual funds. Therefore, when Wealth Insight was launched in 2006, it was more like a wheel coming full circle than a new beginning. Of course, just like mutual funds, we have our own distinctive way of approaching equity investments. It's an unfortunate reality that in the India