Edelweiss Mutual Fund maintains low cash levels, believing in stock picking over market timing. Radhika Gupta highlights SIPs as a reliable investment strategy. Smallcap returns have recovered, but earnings growth is crucial. The firm avoids taking cash calls in equity funds, focusing on sector selection. Gupta advises a balanced asset allocation with fixed income, gold, and international funds.
Paul Black’s 3 thumb rules for identifying great wealth creators
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,