High Conviction Ideas (February)

High Conviction Ideas (February)

by HDFC Securities

Invest in companies that have higher conviction to generate near-term returns


About the smallcase

This is High Conviction Ideas for the month of February 2020.

  • 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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