Daybreak ‘Don’t call if markets are down’ — the PMS fund delivering returns the big city boys can’t match
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May 8, 2025 Explore the unconventional strategies of a Nagpur-based PMS fund that thrives on a no-nonsense approach. Clients are encouraged to avoid constant communication, fostering independence in decision-making. Discover how investing in undervalued small-cap stocks during market dips has led to a remarkable 78% annualized return. Learn about the importance of diversification through a curated selection of companies and the founder's unique journey in the world of investments. Tune in for insights that challenge traditional investment norms!
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Unusual Client Service Wins Big
- Counter Cyclical Investments, a Nagpur-based PMS fund, is known for its cut-and-dry client communication style.
- Despite the blunt approach, its assets under management have grown over 10 times in three years due to stellar returns.
Contrarian Small-Cap Strategy
- Counter Cyclical buys stocks others run away from and sells when they're popular again.
- It focuses on small cap blue chip stocks valuing operational efficiency and potential growth at discounts.
Avoid Panic and Diversify
- Investors joining Counter Cyclical should avoid panicking during market downturns.
- Diversify across around 40 to 50 small and micro-cap companies to spread risk effectively.