How Enam AMC’s Jiten Doshi picks stocks
Live MintEnam Asset Management Company Pvt. The asset manager has a single investment philosophy distributed on three platforms: Enam India Core Equity Portfolio, Enam India Diversified Equity Advantage Portfolio and Enam India Equity Portfolio. Jiten Doshi, co-founder and chief investment officer of Enam AMC, talked to Mint about the company’s future plans, market outlook, and the India growth story. So that’s when we repositioned our portfolio to participate in growth across sectors of home improvement, discretionary consumption, staples and many other industries, where we found a lot more value and high growth. There might be short- term hiccups that we could easily write off because India’s long-term picture is looking exceptionally bullish as compared to any other part of the world.
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