ETMarkets Fund Manager Talk: This Marwari money manager like these 5 sectors; explains why he is sitting on 8% cash
“Staggered investing and booking profits in overvalued stocks has been the cornerstone of our investing in the past one year. We generally invest in companies with 3-5 years horizon, however, being deep value investors at the heart we have been booking profits in some of our ideas where the valuations were getting rich and have reinvested the same into other deep value opportunities.”
