Continual Evolution

Arun Garg

Biography

I am an ex-software engineer (IIT grad from India, MS Comp Sci from US; Intel architect; founded own company) currently involved in research in neuroscience. I have been investing for about 15 years now. Passions: cricket, investing, neuroscience, developmental economics.

Strategy

The market is constantly evolving so rather than following a formulaic strategy I try to focus on pockets of inefficiency, e.g. companies with non-linear earnings growth, moats, ADRs, and special situations where uncertainty does not equal risk.