ETMarkets PMS Talk | 20 months of consolidation has created compelling small-cap opportunities: Equitree’s Pawan Bharaddia (opens original article in a new tab)

Small-cap stocks are presenting attractive investment opportunities after 20 months of consolidation, according to Equitree Capital's Pawan Bharaddia, who emphasizes a private equity-style approach and long-term growth themes.

• After 20 months of consolidation, small-cap stocks are seen as attractive due to lower valuations and geopolitical factors.
• Equitree Capital uses a private equity-style approach in public markets, focusing on long-term growth and disciplined stock selection.
• Key themes include import substitution, manufacturing, infrastructure, and consumption, with a focus on old-economy businesses.