We offer three smallcases designed for different market conditions. The ‘core portfolio’ smallcase, focused on defensive stocks with stable growth and a high margin of safety, outperformed the benchmark by 13% YTD.
Indian equities are likely to take cues from a slew of domestic and global factors this week, including India’s first-quarter GDP data, US jobs numbers,
Veteran portfolio manager Paul Black’s investment framework focuses on identifying businesses with competitive advantages that strengthen over time. His three key rules emphasise widening moats,
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