In December 2022, I Equitas Holding was about to undergo a merger with I Equitas Small Finance Bank at a 2.2621 merger ratio with an 18% merger arbitrage discount available, combined with attractive valuations and sectoral tailwinds, making it the fund's largest position at 5.5% weight, and it delivered over 100% returns in six months.
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Speaker
Gautam BaidEvidence Quote
“Over the next six months, the stock of I Equitas Holding delivered over a hundred percent returns.”
Source
Investing in Quality Businesses & the Art of Lifelong Learning w/ Gautam Baid (TIP566)— The Investor’s PodcastCreated: 8/12/2026, 10:28:19 PM
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