Valcreate Philosophy and Performance

Stock picking backed by strong in-house GRO process Valcreate follows the in-house GRO process with a focus on 4 pillars of investing- Growth, Return on Investment, and Ownership in the context of Valuations. This has been the hallmark of investing and helps identify companies with earnings trails as well as high-quality business at acceptable valuations. … Read more

The great undoing – did we predict it?

As I have been restricted to the confines of my home due to COVID-19 restrictions, I got some time to revisit some of the statements I made in the previous 2 newsletters. Two statements clearly stood out from my Jan 2020 newsletter titled “Liquidity bubble and pockets of value” “Welcome to the new year. 2019 … Read more