In this session, Stalwart’s CIO, Jatin Khemani discusses:

1. Stalwart’s Investing Framework – 20:20 & Special Situations
2. Drivers of Long-term Returns – Volume Growth
3. Industry Life Cycle
4. List of Promising Industries
5. Deep-Dive into Security Services | SIS Ltd.
6. Portfolio Allocation Strategy
7. Learnings & Mistakes
8. Advice to New Investors

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