Sandeep Kothari is the founder of East Lane Capital and has nearly three decades of experience in equity markets.

He spent 18 years at Fidelity Investments, beginning as a regional analyst before managing India-dedicated portfolios for almost 15 years. Before joining Fidelity, Sandeep worked on the sell side as a consumer and pharma analyst.

Beyond investing, Sandeep is passionate about endurance sports. He has participated in Ironman 70.3 races and completed numerous marathons.

Presentations

Analysis to Insights | FLAME Investment Lab With The Masters - June 2024

Infinite Game | FLAME Investment Lab With The Masters - June 2023

Disclaimer - FLAME University is a fully philanthropic, not-for-profit university. The FLAME Investment Lab is established with the aim of providing a platform for experienced specialists to assist humble practitioners and students in acquiring knowledge about the art and science of investing. It is important to note that the courses offered, as well as the materials shared during these courses and on our website, should be regarded solely as educational resources.

Please be advised that no recommendations to buy, sell, or hold any particular investment should be anticipated from these presentations. The content provided is strictly for educational purposes and does not constitute investment advice or tips.

Interviews and Articles

Navigating 2025 and beyond – Opportunities amid Uncertainty!
https://www.eastlanecapital.com/navigating-2025-and-beyond-opportunities-amid-uncertainty/

Quarter Review – October 2024 – Opportunity, Execution and Capital allocation
https://www.eastlanecapital.com/quarter-review-oct-2024/

Quarter Review – July 2024 – India at midcycle?
https://www.eastlanecapital.com/quarter-review-july-2024/

Quarter review – April 2024 - Consolidation or correction?
https://www.eastlanecapital.com/quarter-review-april-2024/

Outlook 2024 – Is the recovery already in price?
https://www.eastlanecapital.com/outlook-2024-is-the-recovery-already-in-price/

Quarter review – September 2023 – How many will scale?
https://www.eastlanecapital.com/quarter-review-september-2023/

Quarter review – June 2023
https://www.eastlanecapital.com/quarter-review-june-2023/

US markets opportunity or pain for Indian pharma sector?
https://www.eastlanecapital.com/us-markets-opportunity-or-pain-for-indian-pharma-sector/

Focus on bottom- up.
https://www.eastlanecapital.com/focus-on-bottom-up/

Market outlook October 2022-Navigating volatility
https://www.eastlanecapital.com/market-outlook-october-2022-navigating-volatility/

Market outlook July 2022
https://www.eastlanecapital.com/market-outlook-july-2022/

Consumer Sector-What is fair value?
https://www.eastlanecapital.com/consumer-sector-what-is-fair-value-2/

Profit and Market Cap – The Inseparable Twins
https://www.eastlanecapital.com/valuation-cycles-and-thoughts-on-indian-stock-market-3/

Short-Term getting volatile, keep the focus on long-term.
https://www.eastlanecapital.com/short-term-getting-volatile-keep-the-focus-on-long-term/

Marathon, not a sprint
https://www.eastlanecapital.com/marathon-not-a-sprint/

Valuation cycles and thoughts on Indian stock market
https://www.eastlanecapital.com/valuation-cycles-and-thoughts-on-indian-stock-market-2/

What's ahead for Indian equities?
Sandeep Kothari, Portfolio Advisor for the Fidelity India Fund, thinks that in a low-growth global environment India’s economic revival, on a relative basis, will look attractive and, despite increased volatility, stock-picking opportunities will support equities.
http://www.fidelity.com.au/insights-centre/investment-articles/whats-ahead-for-indian-equities/

Time matters, timing the market doesn’t
Fidelity Tax Advantage Fund (Dividend), which won the Morningstar India ELSS (Tax Savings) award, did well in falling as well as rising markets. Sandeep Kothari, the fund manager, tells us how this tax-saving fund managed the feat.
http://www.livemint.com/Money/zs8nCLTKkIDjx3l9uGgHgN/Time-matters-timing-the-market-doesn8217t.html

Videos