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INSIGHT PROVIDER
Pyari Menon
Equity Long-Short Analyst
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Location:
Singapore
Joined:
23 October 2018
37
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Equity Bottom-Up
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bullish
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Thematic (Sector/Industry)
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22 May 2023 16:36
The Innovations Portfolios - Week Twenty Six
The small-Cap (+4.1%) and midcap (+1.9%) portfolios continues to outperform respective benchmarks, but the willful omission of mega-tech names has...
Pyari Menon
233 Views
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bullish
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Thematic (Sector/Industry)
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01 May 2023 09:12
The Innovations Portfolios - Week Twenty Three
The innovation small-cap +5.6% versus Russell2000 -4.4% and innovation midcap portfolio +4.1% versus S&P 400 midcap -0.8% continue to outperform.
Pyari Menon
278 Views
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bullish
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Thematic (Sector/Industry)
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17 Apr 2023 21:34
The Innovations Portfolios - Week Twenty One
For the twenty-one weeks since inception ended 14 April the innovation small cap portfolio was up 5.9%, mid cap portfolio was up 4.4% and the large...
Pyari Menon
248 Views
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bullish
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Thematic (Sector/Industry)
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03 Apr 2023 09:25
The Innovations Portfolios - Week Nineteen
For the nineteen since inception ended 31 March the innovation small cap portfolio was up 8.0%, the innovation mid cap portfolio was up 3.2% and...
Pyari Menon
340 Views
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bullish
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Thematic (Sector/Industry)
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20 Feb 2023 07:28
The Innovations Portfolio - Week Thirteen
For the thirteen weeks since inception ended 17 Feb the combined innovation portfolio was +2.4%, versus DJIA +0.2%, S&P500 +2.9%, Nasdaq +5.8%,...
Pyari Menon
335 Views
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