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CoatTailing

Portfolio of Malabar India Fund

This post is in continuation of my coat tailing series (see here)

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Malabar India Fund is a well known fund investing in the small/midcap space in India.

Their significant holdings in India as on 30 Sept,2014 as per Stock Exchanges is given below:

Symbol Entity # of Shares % Date End
ADOR FONTECH LTD Malabar India Fund Ltd. 403035 2.3 201409
AVANTI Malabar India Fund Ltd. 123000 1.35 201409
GANDHITUBE MALABAR INDIA FUND LIMITED 306881 2.09 201409
KKCL Malabar India Fund Limited 213361 1.73 201409
LAOPALA MALABAR INDIA FUND LTD 1305022 2.35 201409
MAYURUNIQ MALABAR INDIA FUND LIMITED 852706 1.97 201409
ORIENTREF Malabar India Fund Limited 1908672 1.59 201409
SUPRAJIT Malabar India Fund Limited 1800817 1.5 201409
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Interview Video

Interview with Joel Greenblatt

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Cartoon

True Diversification

Hat Tip :TRB

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Links

Linkfest:Nov 17,2014

Some stuff I am reading today morning:

The Gold,Silver and Currency Markets are manipulated (BigPicture)

Avoiding stupidity in investing (Ant Investor)

The return of the Maharashtrian Brahmin (Mint)

Turbulence ahead for SpiceJet as losses mount (FirstBiz)

Guess how much money Bill Gross made last year? (Bloomberg)

What happens to your wealth when you die (Subramoney)

Portfolio envy:The other guy’s size does not matter (MarketWatch)

The fundamentals of shorting on valuation are less sound (Schroders)

Investment Lessons learnt from the poker table (Inefficient Markets)

Extreme Wealth is bad for everyone…especially the wealthy (MichaelLewis)

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TEDTalks

Sell your crap.Pay your debt.Do what you love