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Event Date Tue Mar 22 IST (2 months ago)
In your timezone (EDT): Mon Mar 21 2:30pm - Mon Mar 21 2:30pm
Location Webinar
Region APAC

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


2022 Speaker

Sandeep Daga
MD & CIO, Nine Rivers Capital

Vaibhav Jain
CFA charter holder