investment strategy: ETMarkets PMS Talk: Wallfort PMS focuses on Small & Midcaps with ‘Four P’ investment strategy, explains Bhavya Shah
“At Wallfort PMS, our investment objective is to maximise returns through long-term investment in small and midcap stocks along with prudent risk management and investment allocation strategy,” says Bhavya Shah, Head of Research, Wallfort PMS.
In an interview with ETMarkets, Shah said: “Following the Four P Investment Approach, we focus on companies with great leadership and top management, strong products or services, business profitability, growth drivers etc.,” Edited excerpts:
Please take us through the recent performance of the fund and for the year 2024?
2024 was a year of market volatility, but Wallfort PMS navigated it well by focusing on fundamentally strong businesses at reasonable valuations. Our Diversified Fund…
