In 2008, Anand Shah plunged into cash and debt but when the market began to rally in 2009, he was fully invested. And when he quit early 2011, investors were worried. Going by the way Lahiri has handled the turbulent market, he has erased those concerns. Lahiri follows the same style of investing--diversified portfolio, no market cap bias and a focus on growth-oriented companies with strong fundamentals, but differs in his conviction levels. “I don’t like holding small quantities in a stock because if you are bullish on a stock and don’t have a significant allocation, you won’t benefit much when the stock performs well,” he says. Does that mean the stock bets are high? It has touched 9 per cent only in select large caps. Going by its performance over the past five years, consistency is what stands out, whether in a bull market or a bear one.
This article was originally published on April 17, 2012.
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