Generating alpha in the stock market is not about chasing momentum but about identifying businesses at the cusp of transformation before the broader market catches on, says Anuj Jain, CIO, Co-founder and Director at Green Portfolio Pvt Ltd.
In an interaction with Kshitij Anand of ETMarkets for the PMS Talk series, Jain explains how his team differentiates genuine turnaround opportunities from value traps, why patience is critical in special situation investing, and why India’s manufacturing and industrial expansion could emerge as the defining investment theme over the next decade.
