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CoatTailing

Portfolio of Kenneth Andrade’s Vantage Equity Fund

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

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Vantage Equity Fund is a fund run by Kenneth Andrade’s firm Old Bridge Capital.

It’s investments as on 31 March,2018 as per Stock Exchanges is given below:

Company Name Symbol Entity Value (In Crores)
Clariant Chemicals (India) Ltd CLNINDIA Vantage Equity Fund 14.03
Indian Energy Exchange Ltd IEX VANTAGE EQUITY FUND 48.8
MacPower CNC Machines Ltd MACPOWER Vantage Equity Fund 19.2
Shakti Pumps (India) Ltd SHAKTIPUMP Vantage Equity Fund 14.81
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Forwards

Magazine Indicator

Source: WhatsApp Forward

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Tweets

The magical touch of Singh Brothers

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Links

Linkfest: 15 May, 2018

Some stuff I am reading today morning:

Piyush Goyal to handle Finance (ET)

Manipal-TPG gets back into Fortis race (MC)

Flipkart’s ESOP fable has a bitter twist for ex-employees (Mint)

RBI announces further restrictions on Allahabad Bank (Quint)

Narendra Modi has lost the Boardroom (Reuters)

China launches first India-dedicated fund (TOI)

They couldn’t have known (TRB)

If we invested in public stocks (Morgan Housel)

Latest issue of Graham and Doddsville (Columbia University)

China’s Silicon Valley (Atlantic)

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Cartoon

Complication