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Criteria for stock selection :

The companies that we own :
In terms of Size we favour the equity of :
Why smaller companies?

While we call ourselves growth stock managers and will look at companies of any market cap range, our “Happy Hunting Ground” is the stocks of small to mid-sized companies. We find we can get better growth for our money with smaller companies than with larger ones. We find it easier to believe that a $100 million in revenue company can double in size more easily than a $100 billion one.

Portfolio Composition :