While you continue to like the Kotaks and the
Berger Paints of the world, are you looking at expanding the number of stocks in your portfolio?
Two things are playing out. One, flows into Marcellus have been very strong over the last 12 months. As the money that we are managing is basically moving towards the billion dollar mark, we are adding a few more stocks because there is only so much you can buy in a name and many of the names that we own we are already accounting for a substantial part of the free float and that is a little uncomfortable.
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:
Review: Little Champions
(Barsuk Records)
Very interesting pop songs. Its not the type of pop youd find on the radio, however, with guitar work reminiscent of the earlier, more thoughtful R.E.M and keyboard melodies set to sound like a traditional piano to act as a counter point melody to the guitar lines. Flip-flopping between male and female lead vocals and pensively restrained pretty sounds and noisy more damaging rock sounds, the second album from this Seattle based quartet is never tedious and is diverse in a well-adjusted sense. Without stepping too far out of bounds here, Id like to say that, although Little Champions are good, the music wouldn’t be out of place at your local coffee shop as you sink into the chair, collected works of Pushkin on your lap, the music diddles away unobtrusively in the background not interrupting the great Russians translated prose, but every now and then you notice your finger is tapping out the beat on the back cover or your s
NEW DELHI: A spectacular bull run on Dalal Street helped domestic portfolio managers for the rich deliver solid returns to their high networth clients in November. Available data suggests at least 189 major PMSes from across segments – like multicap, smallcap, midcap and largecap – delivered positive returns to investors during the month.
Lake Water Advisors’ Multicap Strategy delivered the most at 30.12 per cent for November, 62.17 per cent for last six months and 13.65 per cent for last one year. Nearly 67 per cent of the portfolio is invested in five stocks: Bajaj Finance, Aarti Industries, L&T Technology Services, 3M India and Aarti Surfactants.