ETMarkets Smart Talk: This value investor with nearly 30 years of experience shares his stock picking methodology
"We at Aurum Capital were one of the first ones to invest in the capital goods sector last year. After a long downcycle, we started seeing green shoots during our scuttlebutt analysis last year. Valuations were really very supportive. We have the highest number of stocks under our recommendation from the capital goods/manufacturing sector. Many companies have shown excellent results despite input cost pressures."