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"Persistent Systems Undervaluated?"

by Siddharth Mehta-Thomas, Beaconsfield Investment Management, advising on ACATIS Investment

Persistent Systems is a mid-tier IT Services company based in India. The company has a revenue of USD 471 million. The company previously outperformed...

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"ACATIS IfK Value Renten - Deserves all the credit"

by Frits Nieuwenhuijsen, Institutional Sales

Talking to investors about bonds is much different for me than talking to them about equities. With bonds we talk about risks, and with equities we...

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"Samsonite at half price"

by Siddharth Mehta-Thomas, Beaconsfield Investment Management, advising on ACATIS Investment

Samsonite Ltd is the world's largest manufacturer of luggage and travel accessories. The company has nearly $4 billion in sales with contributions...

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"Nothing lasts forever"

by Amit Kapoor, Institutional Sales, UK and International

For me, diversification during all market cycles is a key factor for investors looking to achieve long-term value preservation and growth of their...

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„ACATIS GANÉ Value Event - so exceptional!”

by Marie Ballorain, Institutional Sales France and Benelux

I believe the most difficult part when you are a sales person is to find the right “pitch” about the fund you market and why would an investor pick...

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"Read about Redington India"

by Siddharth Mehta-Thomas, Beaconsfield Investment Management, advising on ACATIS Investment

Redington India is the second largest distributor of digital products in the country. It also has a global presence primarily in the Middle East and...

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„Why I like selling ACATIS Aktien Deutschland ELM“

by Eva Zaragoza, Institutional Sales, Iberian Peninsula, Italy and UK

To those willing to get exposure to the real german market, be aware guys! The german market is far much wider than the DAX and this is why I like our...

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ACATIS GANÉ - Time to Event

by Frits Nieuwenhuijsen, Institutional Sales Netherlands

After having advised investors on equities for many years, I joined ACATIS Investment at the beginning of 2019 as an advisor to institutional...

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Share report: NOCIL

by Siddharth Mehta-Thomas, Beaconsfield Investment Management, advising on ACATIS Investment

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“FAANG”ing out with the best of them!

by Amit Kapoor, Institutional Sales, UK and International

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Why is ACATIS AI Global Equities so unique?

by Marie Ballorain, Institutional Sales, France and Benelux

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"A crazy week in India"

by Siddharth Mehta-Thomas, Beaconsfield Investment Management, advising on ACATIS Investment

ICICI Securities is India's leading share brokerage platform with over 10% market share and 4.1 million active clients, deriving its strength from its...

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Share report: Unichem Labs.

by Siddharth Mehta-Thomas, Beaconsfield Investment Management, advising on ACATIS Investment

Unichem Labs. (BSE:UNICHEMLAB) is a 74 year-old trusted pharmaceutical firm supplying drugs globally including to important markets like US and...

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Why I love to sell ACATIS AI BUZZ US Equities

by Amit Kapoor, Institutional Sales, UK and International

Wouldn’t you like to know where the BUZZ is before investing?
The newest addition to our AI platform does just that. The ACATIS AI BUZZ US Equities...

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Share report: IDFC Ltd (IDFC IN)

by Siddharth Mehta-Thomas, Beaconsfield Investment Management, advising on ACATIS Investment

-    IDFC Ltd holds 53% of IDFC bank, a stake today worth Rs.70 billion.
-    IDFC Bank itself is deeply undervalued, trading at below book value...

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