Deepak Shenoy hunting for winning stocks in 5 key megatrends
Star PMS fund manager Deepak Shenoy says he is investing in 5 strong megatrends in his Surge India Portfolio — manufacturing, energy independence, consumption, financialization of savings and infra growth.
«It’s always difficult to find good companies, but there are enough tailwinds in a surging Indian economy to provide disproportionate growth in a few “maha” trends that we think are still very attractive,» he says. Edited excerpts from a chat with Deepak Shenoy, CEO and Founder, Capitalmind:
Your PMS has crossed the Rs 2,000 crore AUM mark. What is the kind of growth you are expecting in the next 1-2 years? Markets have been kind in the last few years, and our customers have placed their confidence in us to grow their wealth. We believe that a strong focus on customer service, steadfast discipline and the humility to change with the times will help build our customers’ confidence. We hope to grow with them, building on their referrals, India’s strong economic growth and our adaptive investment approaches.
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