Hi Sritej, Some comments from me on your queries
- I am still working on the style. Broadly I am flexible. I own Microcaps to Largecaps. I also invest in Special situations, IPO, Growth (Generally we are all growth investors). I am not good at Contrarian or deep value waiting.
2 My goal is to better the market by 3-5% over a reasonable period of time. Corpus is an outcome - As I mentioned elsewhere, except the difficult to understand bucket, I am interested in everything else. The only limited competence I have is in Pharma so that is of most interest. Rest all are neutral.
- I have written briefly about some of those. I will detail my small thesis as we go along.
Thanks
Nikhil
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