India Investment, Stocks, Credit Card and Retail Forum

Investments in Indian Equity and Research => India Stocks and Shares => Topic started by: chetan on November 18, 2016, 07:37:18 AM

Title: Ambit's Long Term Investment Portfolio
Post by: chetan on November 18, 2016, 07:37:18 AM
Ambit Capital follows something called as "Coffee Can Portfolio" for Long Term Investors who have the ability to hold stocks for very long periods of time (i.e. for ten years or more). The coffee can construct essentially hinges on investing in quality franchises with superior long-term historical track records of financial performance over longer periods of time.

Here is a List of their Coffee Can.
HCL Technologies
Asian Paints
Lupin
Cadila Health.
Britannia Inds.
Page Industries
Amara Raja Batteries
Dr Lal PathLabs
eClerx Services
Astral Poly
Relaxo Footwear
Cera Sanitary

HDFC Bank
Axis Bank
LIC Housing Finance
GRUH Finance
REPCO Home Finance
Muthoot Capital Services

For More Details and Justification on the recommendation, you can Contact Ambit Capital.