Warren Buffett to Retire
Here’s to a visionary who taught the world that wealth isn’t just built on numbers, but on discipline, trust, and timeless values.
Q4 Earnings – Reality Check
In Short: Topline growth is decelerating, margin pressures persist (outside of banking), and premium valuations call for careful stock-picking.
Investment Reimagined
The ICAI Bahrain Chapter hosted its “Investment Reimagined” event – powered by Care PMS – on 28th May 2025 at the Wyndham Grand, Bahrain. The evening gathered over 150 finance professionals, industry leaders and visionaries, united by a common goal – to delve into the evolving landscape of investments in today’s fast-paced global economy.
IT sector : Signals of global reset
Most top-tier Indian IT companies have either skipped formal guidance or hinted at soft growth expectations for the year ahead.
Private Sector : Bank Stocks?
Given the combination of stable results, reasonable valuations, and improving FII flows, we believe private banks are well-positioned for a stronger run ahead.
How Care PMS Deliver a 40% CAGR over the last 5 years?
We believe in sticking to the process. Our since-inception (2011) CAGR stands at 21%, and that includes the COVID drawdown.
IA – Growth plus Value
Care PMS Growth Plus Value as on April 30th, 2025 Investment Objective Invest in Indian listed companies via fundamental research backed ideas to compound capital over the long-term. The Strategy involves a greater allocation towards small-cap companies exhibiting sunstantial business growth rates available at reasonable valuation. Know Your Investment Approach Growth Plus Value 19 July…
IA – Large and Midcap
Care PMS Large & Midcap as on April 30th, 2025 Investment Objective Invest in 15-20 companies with sustainable business that endure across market cycles from the universe of top 250 companies by market capitalization. Know Your Investment Approach Large & Midcap 03 July 2020 Launch Date 3-5 Years Time Horizon Moderate Volatility Model Portfolio Construction…
Big On AUM, Sharp on strategy
Small-caps have actually been one of the key reasons behind our consistent outperformance over the past 14 years. We’ve always focused on businesses that were either undervalued or had superior growth potential, and that continues to hold true.
Impact on India by Trump’s Tariff
The trade wars are never pleasant, as they result in a Global slowdown of the world economy. While no country is in a ‘happy place’ currently, India, as a growing economy, needs to be strategic regarding its position in the global market.