Sayyam Daga

Equity research analyst covering Indian capital goods and power T&D equipment. Passed all three levels of the CFA Program (2024–2026) with a background in accounting and finance. I work from a repeatable deep-dive framework weighting macro, fundamentals, valuation and promoter quality. Each note carries an explicit recommendation, an entry range, and the datapoint that would falsify it.

Equity Research - Self-Directed Family Portfolio - Self-Employed

(2024-04)

Manage a self-directed ₹4 crore public-equities book, allocating capital to high-conviction ideas with explicit risk-reward framing and disciplined position sizing.

• Sagility India: held as a core position and traded tactically around it, earning 20%+ returns by combining fundamental conviction with disciplined technical execution.
• MTAR Technologies: built a thesis treating Bloom Energy customer concentration as the core driver rather than only a risk. With Bloom's order book and analyst upgrades building, the dependency geared the upside; the same concentration was the binding downside if Bloom's momentum stalled.
• TD Power Systems: flagged the stock as mispriced by association when a policy shock sold the entire "heavy electrical" basket in July 2026. As a generator maker upstream of T&D with mostly export demand, TDPS sat outside the blast radius, the real risk being a later exemption that reaches the generator rung.

Investment Analyst - Calisade

(2025-12 - 2026-04)

Screened 50+ equities weekly, narrowing to 5–7 high-conviction ideas for deep-dive research.

• Mach Natural Resources (MNR): recommended as a long by screening for beneficiaries of escalating Middle East conflict risk: oil-price upside, operating leverage, and attractive valuation; call validated by 20%+ outperformance post-recommendation.
• Norwegian Cruise Line (NCLH): applied the same top-down macro view to a short recommendation, identifying travel as a regime loser; the call was directionally validated by the subsequent share-price decline.
• Co-authored cross-asset macro research on regime shifts and policy transmission, developing frameworks linking structural trends to asset pricing.

Research Intern - Banyan Tree Advisors

(2025-02 - 2025-04)

• Pitched detailed investment ideas on Pidilite Industries, Abbott India, and TeamLease, drawing on a decade of annual reports and structured screens.
• Built business models evaluating growth drivers, competitive positioning, and key risks.
• Presented a stock-picking framework analysis of One Up on Wall Street to the research team.

Benefits Administrator - AJ Bell

(2022-10 - 2024-03)

• Administered client pension accounts, including the processing of investment options and associated tax implications.
• Managed complex pension cases, ensuring compliance with FCA and internal policy requirements.

CFA Program - Finance - CFA Institute (2024-11 - 2026-04)

BA (Hons) - Accounting & Finance - University of Manchester (2019 - 2022)