December 20, 2019
Smart money already moving into concentrated portfolios seeking alpha
We are very enthused by the promise the investment…
November 1, 2019
How Sachin Shah avoided capital destruction in his PMS
It is a secular growth story for number two, three & four…
March 7, 2019
Restrict smallcap allocation to 25% of portfolio; choosing right company critical
Many quality mid and smallcaps have also come down in the…