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Top order Shivalik Bimetal, Waaree Energies and Ganesha Ecosphere
Middle Order Elecon Engineering, Usha Martin and Borosil
Tail-Enders JK Paper, Zen Technologies
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Shivalik Bimetal Controls: Has delivered ROE of 29.79% in last FY, outperforming its 5 year average of 24.22%
Waaree Energies: Company raises Rs 1,000 crore from investors; to expand capacity
Ganesha Ecosphere: Company's annual revenue growth of 16.01% outperformed its 3 year CAGR of 9.9%
Elecon Engineering Company: Has become debt free for the first time since last 5 years.
Borosil Renewables: Stock gave a 3 year return of 1439.21% as compared to Nifty Midcap 100 which gave a return of 153.41% during the same period
Usha Martin Education & Solutions: Has given a 3 year return of 329.41% as compared to Nifty Smallcap 100 which gave a return of 151.38% during the same period
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1. Do you think, just like winning tosses at the start of the match can be one of the deciding factors for the outcome of a match, subscription numbers should also be a factor for selecting an IPO? Winning the toss can give substantial advantage to one side in turning odds in his favor even before the first ball is bowled. But does winning the toss is job done? No matter if you are playing at your home turf or away, batting first or bowling, white ball or red, winning a toss doesn’t guarantee winning a match.
2. Who would you like to nominate as Dipti Sharma of your portfolio (a well-run company by a women business leader)? Finance minister ‘Nirmala Sitharaman’, leader of the nation, is the real Dipti Sharma of our portfolio. The strong policy measures that she has taken to revive the capex cycle in India, infrastructure activities and accelerated adoption of Green Energy have contributed significantly to our out-performance.
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3. How do you decide your investment strategy whether they should opt for a Test match orOne-day or T20? We prefer to have a mix of all three strategies in our portfolio. One-Day or T20 is more like a short-term tactical allocation play to generate additional alpha, it’s the disciplined and patient approach of staying invested in markets that helps build wealth in the long term.
4. Do you select a specialist or an all-rounder for your portfolio and why? There are numerous investment strategies that one can follow to generate good returns. Our investment approach involves taking concentrated bets on specific sectors but diversifying within them through a basket approach.
5. Who is your cricket idol and which quality of his, you would like to replicate in your portfolio/strategy? Sachin Tendulkar’s adaptability is a valuable trait which is much needed in equity markets.
NIVESHAAY INVESTMENT ADVISORS SEBI Registration No: INA000017541 508, SNS Platina, Nr. Someshwara Enclave, Vesu, SURAT, GUJARAT - 395007 For detailed disclosures, please visit: https://www.smallcase.com/manager/niveshaay#disclosures