Finding a multibagger is rarely about spotting the most exciting story in the market. For Anil Rego, Managing Director & Chief Investment Officer at Right Horizons PMS, the narrative has to be backed by numbers—strong revenue and earnings growth, improving capital efficiency, healthy cash flows, a sound balance sheet and clean governance.
Rego says the firm’s multibagger framework looks for emerging leaders where earnings could potentially double over the next three to five years, while valuations remain reasonable. The focus is on identifying businesses where the fundamentals are improving before the market fully recognises their potential.
