India Special Opportunities portfolio endeavors to exploit the inefficiencies in the market that leads to mispricing of stocks that are fundamentally strong. It also identifies catalysts at both micro and macro level that benefits these stocks and helps unlock their value over a 2-3 year horizon.
Key benefits:
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Investment in companies with
- Macro / Change in business cycle
- Management Change
- Deleveraging
- Multi cap portfolio with exposure to diversified sectors