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Sayyam DagaSD
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Sayyam Daga

@sayyamdaga

I develop high-conviction equity research through macro, fundamentals, valuation, and promoter-quality analysis.

India
Message

What I'm looking for

I'm looking to develop and communicate high-conviction investment ideas through rigorous equity research, financial modelling, valuation, and macro analysis.

I manage a self-directed public-equities portfolio using a repeatable deep-dive framework across macro, fundamentals, valuation, and promoter quality. Every investment note includes a recommendation, entry range, and a clear datapoint that would invalidate the thesis.

At Calisade and Banyan Tree Advisors, I screened equities, built business models, pitched investment ideas, and developed macro research linking structural trends to asset pricing. I’ve passed all three CFA Program levels and bring an accounting and finance foundation to equity valuation, financial statement analysis, and portfolio management.

Experience

Work history, roles, and key accomplishments

SP
Current

Equity Research

Self-Directed Family Portfolio

Apr 2024 - Present (2 years 5 months)

Managed a self-directed ₹4 crore public-equities book, allocating capital to high-conviction ideas with explicit risk-reward framing and disciplined position sizing. Achieved 20%+ returns on Sagility India and developed theses on MTAR Technologies and TD Power Systems.

Education

Degrees, certifications, and relevant coursework

CFA Institute logoCI

CFA Institute

Chartered Financial Analyst, Finance

2024 - 2026

Passed all three levels of the CFA Program.

Tech stack

Software and tools used professionally

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