At Bravisa Temple Tree, we emphasis more on being invested in the leaders of the sectors and industry groups. The reason behind it is that, stock prices of top performers have the potential to gain much faster and at a higher rate, they also have a lesser chance of falter overnight. Like a motor vehicle travelling at above 60 km speed cannot come to halt all of a sudden.
In many situations the leaders have a better gain on their prices than the whole Industry group. This strategy also helps us to be invested in the top performing industries of the economy at any given period. After the China crisis and the correction in the markets, Sugar, Pharma, NBFC and Infrastructure along with Cements turned out to be leading Industries.
Some of our investments in the leaders and their profits are:
EDELWEISS gains 49%, top performance among brokerage and financial services business sector among its peers.
TAJ GVK Resorts gains 63%. Top performance among the hotels sector peer group.
Both these Businesses when compared against their Industry groups have given the highest price growth on their stocks.
Such regular investments are helping us achieve outstanding performance against the benchmarks like SENSEX.