About the smallcase
6 out of the 8 stocks are MidCaps & Small Caps - however each of them are among the leaders in the specific sectors with reputed management/group. Needless to say that most of them have passed through a rough patch, thus available at decent valuation. Some of these picks are back on track but Mr. Market is yet to be convinced and other stocks I believe will come back on track. That's what contra investment is all about.....
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