SOME OF OUR STOCK PICKS

Avanti Feeds 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. Garware
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 Buyback
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
Vindhya Telelinks Maharashtra Seamless
Industry Leadership
Low debt to Equity (<1 )
Institutional Ownership (<20%)
Long term track record (>10 years)
Promoter ownership (>50%)
Valuation (<12 PE)
               Increase in Order Book              Catalyst Anti Dumping Duty on Pipes