bottom-up ideas: Looking for bottom-up ideas in these 4 sectors: Manish Jain
Manish Jain of Centrum PMS, discusses the investment framework focused on quality, risk, and reward for sustained long-term wealth creation. The strategy is bottom-up driven, emphasizing risk versus reward and valuations versus growth. The portfolio is diversified across sectors such as auto, chemicals, NBFCs, and affordable housing. Micro-cap names and a listed vineyard company are part of the portfolio, capitalizing on the lifestyle play. The focus is on leveraging the India growth story.
Uttar Pradesh Manish Jain Indian School Of Business Offering College Head Of Fund Management Fund Management
Source: indiatimes.com