Past positions: Part of the portfolio management services division of Kotak Mahindra.
Investment mantra: Think big and back ambitious promoters.
Best call over the past few months: Contract research and manufacturing services (CRAMS) and engineering sectors.
Worst call over the past few months: Companies in multisystem cable operators business have not delivered desired performance.
Top picks right now: Engineering and capital goods still remain overweight positions.
Advice to small investors: Buy with conviction and stay invested till the targeted growth is achieved.
Worst mistake small investors make: To buy expensive and sell cheap (because of fear of losing more). So don’t panic at the wrong time.
The one thing they must never forget: There is no gain without pain. Patience pays.
By Nikunj Doshi, Fund Manager, Kotak Mahindra AMC
