As flows into mid- and small-cap thematic funds moderated and valuations remained rich, fund managers were cautious in these segments. Campus Activewear, VATech Wabag, and CMS Infosystems were some of the picks among smaller companies
Why Saurabh Mukherjea has moved half his personal portfolio out of India
Saurabh Mukherjea, founder of Marcellus Investment Managers, has shifted his personal portfolio to a 50-50 split between Indian and global investments, reflecting a strategic pivot.