Private Equity Approach to Small Cap Investing 2022 | CFA Society India | 21 March 2022 | Webinar
Venue
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| Event Date |
Tue Mar 22 IST (over 2 years ago)
In your timezone (EST): Mon Mar 21 2:30pm - Mon Mar 21 2:30pm |
| Location | Webinar |
| Region | APAC |
Details
Topics: Alternative Assets, Equity Investments, Active Management, Valuation, Financial Markets
Over the past two decades, many Small Cap companies have evolved to become Midcaps, Large caps and some have even entered NIFTY and Sensex. This makes a strong case for prudently making exclusive allocation to Small Caps in any HNI equity portfolio. However, investing in quality small caps is like picking needle from a hay stack and therefore small cap investing is considered a risky proposition which is quite similar to investing in private equity investing. Employing a private equity approach to constructing and managing Small Cap portfolio helps in mitigating such risks over the medium to long term and potentially generate superior alpha. This approach entails investing in businesses that are undergoing structural transformations which can catapult the companies into the next orbit of business growth and resultant valuation re-rating. The endeavor in this approach is to catch the inflection point in a company’s business growth journey and exit over a 4-5 year timeframe
Speakers
2022 Speaker
Sandeep Daga
MD & CIO, Nine Rivers Capital
MODERATOR:
Vaibhav Jain
CFA charter holder