Gain an in-depth understanding of the recent market move by Kotak Mahindra Mutual Fund's Pankaj Tibrewal
02-Aug-2019 •Jugal Harpalani
Given the present market behaviour, it is worth tracking the moves of fund managers who are able to outperform the benchmark indices consistently. The expertise of these fund managers will enable us to gauge the opportunities in a correction. Hence, we have delved into the portfolio of Pankaj Tibrewal from Kotak Mahindra Mutual Fund.
We decided to focus on his mid- and small-cap buys over the last one year. Our decision is based on his interview with ET Now in February, wherein he stated, "It is a great time for bottom-up stock picking. Over the next six months, we are advising our clients to start increasing their mid and smallcap exposures in the businesses where they may have got impacted near term, but long-term business value remains intact. This is the time where everybody is throwing in the towel and you are getting some interesting opportunities to look at."
Disclosure: The intent of the article is not to recommend any specific stocks. If you wish to invest in any of the above-mentioned securities, please do thorough research.