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This out performance is huge for a year like 2015 where investing was tough. As the markets shot up during the first few months of the year I remained wary of the move as it was not backed by fundamentals and we kept substantial cash in the portfolio. We deployed the cash at the end of the second quarter when I thought that the worst is over. However markets continued to languish around a few hundred points of the year lows till the end of the year. However superior stock selection helped us sustain our outperformance.

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2015 was both an interesting as well as tough year in the markets. For those who were bottom pickers and in the right segments the year panned out well. Those who were index huggers were on the other hand largely frustrated by the markets. Before I talk about the markets and developments in the domestic and global economy I will talk about the better part of the story for 2015 where all our E-Fortune and Super Filter Picks have done phenomenally well in a tough year.

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Share On:

2015 was both an interesting as well as tough year in the markets. For those who were bottom pickers and in the right segments the year panned out well. Those who were index huggers were on the other hand largely frustrated by the markets. Before I talk about the markets and developments in the domestic and global economy I will talk about the better part of the story for 2015 where all our E-Fortune and Super Filter Picks have done phenomenally well in a tough year.

Read More