fintech / news / / The Economic Times
Rajesh Kothari, Founder of ALF Accurate Advisors, believes the answer lies in a disciplined and structured approach to stock selection.
Rajesh Kothari's 3M framework filters for Market Size, Market Share, and Margin of Safety.
KEY POINTS
- Founders invest their own capital alongside clients, increasing direct accountability and decision agility.
- Nearly half the portfolio consists of companies with zero net debt to enhance downside protection.
- Key portfolio sectors for FY26 growth are auto, chemical, capital goods, and consumer, with banks in FY27.
- AAAIOP mandates at least 40% large-cap exposure, dynamically adjusting allocations based on growth and valuations.
COMPANIES
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