A professional investor tells us where he’d put his money. This week: Nitin Bajaj, Fidelity Asian Values.
My investment philosophy is inspired by Seth Klarman’s and Warren Buffett’s school of value investing, which advocates investing in good businesses run by a trustworthy management team, and buying them at the best possible price. These are the characteristics I would look for when buying a business for myself, and I do not think it should be any different if I am buying businesses on behalf of my clients. This approach often leads me to the world [...]