Episode 969
Money Masters: Samir Arora of Helios Capital on Building Long‑Term Alpha
April 23, 202546m 16s
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Show Notes
In this episode of Money Masters, Dhirendra Kumar sits down with Samir Arora, Founder and Fund Manager at Helios Capital, to unpack the firm's six‑category investment framework that delivers high‑confidence, long‑term alpha in Indian equities. Aurora shares how Helios Capital uses disciplined two‑to‑three‑year holding periods, rigorous governance filters, and a balanced growth‑value approach to navigate market cycles, manage risk, and consistently outperform.
Tune in for actionable insights on portfolio construction, sector allocation, and adopting a 'reasonable confidence in high returns' mindset to elevate your equity investing strategy.
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Tags: Samir Arora, Helios Capital, Fund Manager, Equity Strategy, Stock Selection, Long‑Term Investing, Risk Management, Portfolio Construction, Indian Equities, Money Masters, Dhirendra Kumar, Value Research