SOME OF OUR STOCK PICKS

Avanti Finolex Cables
Industry Leadership
Low debt to Equity (<1 )
Institutional Ownership (<20%)
Long term track record (>10 years)
Promoter ownership (>50%)
Valuation (<12 PE)
Introduction of Vannemei Shrimps Catalyst Exceptional write off’s
HEG Ltd. Rain Industries
Industry Leadership
Low debt to Equity (<1 )
Institutional Ownership (<20%)
Long term track record (>10 years)
Promoter ownership (>50%)
Valuation (<12 PE)
Global GE capacity shut down Catalyst Aluminium Industry Turnaround
CCL Products Heritage Foods
Industry Leadership
Low debt to Equity (<1 )
Institutional Ownership (<20%)
Long term track record (>10 years)
Promoter ownership (>50%)
Valuation (<12 PE)
Commencement of Vietnam plant Catalyst Healthy dairy sector outlook
Maithan Alloys Motilal Oswal
Industry Leadership
Low debt to Equity (<1 )
Institutional Ownership (<20%)
Long term track record (>10 years)
Promoter ownership (>50%)
Valuation (<12 PE)
               Subsidiary Turnaround               Catalyst Direct Play on Stock Markets
Garware Wallropes Zuari Agro Chemicals
Industry Leadership
Low debt to Equity (<1 )
Institutional Ownership (<20%)
Long term track record (>10 years)
Promoter ownership (>50%)
Valuation (<12 PE)
Buy-back Catalyst Fertilizer Reforms