Chandraprakash Padiyar, Senior Fund Manager, Tata Asset Management
“In the small-cap segment, we believe the next phase could be shaped by a smaller set of companies that are able to translate opportunities into earnings. Our approach remains focused on active, bottom-up stock selection, looking for businesses where earnings potential may still be underappreciated. We assess opportunities across value with identifiable triggers, potential earnings upgrades, select growth leaders and long-term themes, while maintaining valuation discipline. Manufacturing is one such long-term theme we continue to research, while business quality, earnings delivery and company-specific execution remain key areas of focus.”
