In an interaction with Kshitij Anand of ETMarkets, Bharaddia explains why his firm continues to follow a private equity-style investing approach in public markets, highlights themes such as import substitution, manufacturing, infrastructure ancillaries and consumption, and shares why disciplined stock selection—not macro calls—remains the key to long-term wealth creation.
Equitree's Pawan Bharaddia highlights compelling small-cap opportunities after 20 months of market consolidation, advocating a private equity-style investing approach. The firm focuses on themes such as import substitution, manufacturing, infrastructure ancillaries, and…
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