We focus on clean, dominant, high RoCE and low-debt small and midcap companies: Ashvin Shetty of Marcellus Investment Managers
Little Champs portfolio is to identify and invest in 15-20 niche-dominant small cap companies with clean accounts & corporate governance, track record of prudent capital allocation, and at the same time decent growth potential. February 03, 2021 / 08:55 AM IST
Ashvin Shetty, who has over a decade of experience in the capital market, says that he remains more positive on clean, dominant, high RoCE and low debt small and midcap companies,
In an interview with Moneycontrol’s Kshitij Anand, Shetty said that the strategy of Little Champs portfolio is to identify and invest in 15-20 niche-dominant small-cap companies with clean accounts & corporate governance, a track record of prudent capital allocation, and at the same time have decent growth potential. Edited excerpts: