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Street Smarts: Tharakan, Alamar Capital earn big returns without big tech

By   /   Friday, January 22nd, 2021  /   Comments Off on Street Smarts: Tharakan, Alamar Capital earn big returns without big tech

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George Tharakan is one of our favorite chartered financial analysts, and his disciplined approach to value investing paid off in spades in 2020. His equity portfolio at Santa Barbara-based Alamar Capital was up 40.9% on a preliminary basis, more than twice the S&P 500’s gain of 18.4%. That one-year spurt puts his fund’s annualized performance…

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