Karan’s small/micro cap portfolio

I am positive about the commodity cycle. Please see the thesis here –

Commodities Outlook:
One of the key drivers of my investment thesis centres around the promising outlook for commodities. Global economic recovery, increased infrastructure spending, and rising demand from emerging markets are expected to bolster commodity prices. Commodity sectors such as metals, energy, and agricultural products offer attractive investment prospects.

DP Wires,
I believe there should be a rerating of the cap goods space. If DP Wires grows the way it has over the last 10 years and if there is a rerating, it makes a good case.