@prav.br
I don’t have any special thesis for Arman, mainly it’s just that I have a weak spot for financials, so was holding Ujjivan, IDFC, RBL, Satin, Ugro, even PFC, about 6-7 stocks, aggregating about 35-40% of folio, until about quite recently. Financials I guess are an easy proxy for overall development cycle, and if you can find them cheap before a rising cycle then all the better.
Specifically you can maybe spot a tendency leaning towards micro finance. So I am still holding Satin. Also holding Ugro for its MSME focus. So its more a basket approach, preference overall is for NBFC targeting the underserved sector. Arman has good track record, some good metrics and is still quite small to grow faster than others, for which it seems to be on track.
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