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{This post is an edited excerpt of the November 2020 letter to our Subscribers}. Hope it adds Value to you. November turned out to be a good month for the Portfolio. For the Multi Cap Portfolio, this has been the first complete month. The Multicap Portfolio registered a gain of 7.87% for the month. This was a month for the...
In the last few days, mid and small cap stocks have virtually been on fire based on hope of a dramatically changed India. Stocks which were seen as having no future are going up as if its been virtually assured of a place in the heavens. Infra and Real Estate stocks which had been beaten down pretty badly are now...
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