Invest in companies that have higher conviction to generate near-term returns
Investment Rationale
This is High Conviction Ideas for the month of December 2019.
- Focus to generate returns by investing in high conviction stock ideas
- Stock selection is based on positive trend seen in business environment, lower valuations or key triggers/variables expected to positively impact the sector
- Normally the churn within the portfolio is very high
- Portfolio is generally sector agnostic
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