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About Gautam Baid

About Gautam Baid

Gautam Baid is a portfolio manager at Summit Global Investments, an SEC-registered investment advisory based out of Salt Lake City, Utah.

From being a hotel clerk to managing funds, his journey has been astonishing as he became a widely known money manager.

Gautam is a CFA charterholder and member of the CFA Institute. He completed his Masters in Finance from Nirma University. He has also studied finance extensively from ICFAI university in Hyderabad.

Gautam is known for his unique perspective on long-term investing. Sheer hard work and grit led him to perfect a style of stock picking and portfolio building that has worked wonders in the last several years.

He learned about value investing and its deep roots from Benjamin Graham’s famous book The Intelligent Investor. Inspired by the book, he has followed the process of buying quality businesses at reasonable fair valuations.

Before working at Summit Global Investments, he worked at the Mumbai, London, and Hong Kong offices of Citigroup and Deutsche Bank as a senior analyst in their healthcare investment banking teams.

In June 2022, he started Stellar Wealth Partners India.

Stellar Wealth Partners India specializes in identifying emerging and fundamentally strong companies based on variant perceptions and long-term structural trends.

Here is more on what Gautam Baid has to say about investing.


Gautam Baid on Stock Picking, Portfolio Building and Asset Allocation

Sep 6, 2022

Talking to Gautam Baid, author of the Joys of Compounding, is both inspirational and though provoking