Sanjay is a value investor who adapts time-tested investment principles for the modern economy, focusing on companies whose true economic power is obscured by traditional screening metrics. He has been investing since middle school, later sharpening his analytical framework as an analyst for Stanford’s Charles R. Blyth Fund and at Schroders. Sanjay holds a B.A. in Economics from Stanford University and is a Graduate Associate at Franklin Templeton. While he maintains a strong analytical focus on the industrials sector, his framework is designed to identify structural mispricings and unrecognized upside wherever it can be found.
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