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25 ArticlesCapitalmind LongTerm MultiCap Portfolio

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A Chemical Company delivers stellar returns: Is there steam left?

The nifty mid and small cap index have doubled since its lows in March. Some companies in this space have done exceedingly well and have beaten the indices by ...
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How Capitalmind Portfolios did in 2020

Capitalmind subscribers get access to five core portfolios (three equity, one debt, and one index+Futures strategy). Each one is designed for distinct ...
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LT Multicap Monthly Fact Sheet: Nov 2020

The Multicap portfolio returned 15.4% in November, a reasonable alpha over the 11.4% by the Nifty. Here's a summary of the portfolio's November performance and ...
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CM Multicap Portfolio: 12 out of 15 stocks deliver strong earnings growth in Q2 – The Report Card

A round up of Q2 Earnings reports of Capitalmind LongTerm Multicap Portfolio ...
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LT Multicap Monthly Fact Sheet: Oct 2020

October 2020 Monthly Update for the LongTerm Multicap Portfolio The Monthly Multicap Portfolio Factsheet will focus on Summarising the performance over the ...
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Garware Technical Fibres: A Good Catch

Most of us at a certain point either directly or indirectly have come across the products manufactured by this mid-cap company – Garware Technical Fibres ...
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LT Multicap Monthly Fact Sheet: Sep 2020

The Monthly Multicap Portfolio Factsheet will focus on Summarising the performance over the last month and since inception Quick thoughts on overall state ...
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Premium: Culling the Multicap Portfolio Means a Few Exits

The Multicap portfolio has been on hold for a while, as we analyzed the look of future events. We will do a few things: Pare down the list to just 15 stocks We ...
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The one reason why you should probably not subscribe to Capitalmind

What we learnt from a survey of Capitalmind Premium subscribers. The improvements (some of them radical) that we are working on to be rolled out over the next ...
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Manappuram: All that glitters

NBFC was already a four-letter word coming into 2020, courtesy DHFL. Then the pandemic brought all economic activity to a screeching halt. Not a great time to ...
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