I saw the ValueQuest moat fund’s (Prof. Sanjay Bakshi’s fund) returns on trustnetoffshore and as expected they were wonderful. Would anyone know what the fund owns other than Ambika Cotton mills and Poddar developers?
Companies that have I could find that Prof. Bakshi liked or was rumored to like according to online blogs:
Thomas Cook
Vaibhav Global
Poddar Developers
Relaxo Footwears
Ashiana Housing
Kitex
NESCO
Eicher Motors
Ambika Cotton Mills
Symphony
I tried to derive it by looking online and asking people but have been unsuccessful at doing so. Even wrote 2 blog articles about it:
Any help on this front would be helpful in the well acclaimed cloning process.
@shanid Thanks for the info. I have added the two. I found the Piramal enterprise article on the fundoo professor blog. But have been unable to find when Prof. Bakshi spoke about Cera. Could you please shed some light on that?
@shanid ok. Do you think the ValueQuest fund might be invested in Cera? I think has been a bit rich on valuations since the fund was launched in April 2014. Thanks.