How Wallfort’s Small & Mid Cap Strategy Delivered 25.41% CAGR vs S&P BSE 500’s 12.35%

In this insightful Fund Manager Interview with PMS Bazaar, Vijay Baradia, CIO & Managing Partner, Wallfort PMS, shares his views on investing, business quality, fund management, risk management, and the evolving PMS & AIF landscape.

From understanding your circle of competence to identifying high-quality businesses and founders, Vijay explains why integrity, discipline, and a long-term investment approach are critical for generating sustainable returns.

In this conversation, we discuss:
• Why understanding your circle of competence matters in investing
• How to identify good businesses and quality founders
• The importance of integrity and corporate governance
• When and why a fund manager should exit an investment
• Expectations from equity markets and small & micro-cap investing
• Why time in the market matters more than timing the market
• The importance of a 3–5 year investment horizon
• His approach to generating alpha through process and patience
• Risk management and the importance of knowing what you are investing in
• His new AIF strategy and the role of listed and unlisted investments
• His views on SEBI’s proposed changes for the PMS industry

Watch the full interview for valuable insights into the mindset and investment philosophy of a seasoned fund manager.

Subscribe to PMS Bazaar for more fund manager interviews, PMS & AIF insights, market perspectives, and alternative investment content.

𝐖𝐚𝐧𝐭 𝐭𝐨 𝐠𝐞𝐭 𝐫𝐞𝐠𝐮𝐥𝐚𝐫 𝐮𝐩𝐝𝐚𝐭𝐞𝐬?
Then, 𝐬𝐮𝐛𝐬𝐜𝐫𝐢𝐛𝐞 𝐭𝐨 𝐮𝐬 𝐨𝐧 𝐨𝐮𝐫 𝐰𝐞𝐛𝐬𝐢𝐭𝐞: https://pmsbazaar.com/Home/Login
With this subscription, you will also 𝐠𝐞𝐭 𝐚𝐜𝐜𝐞𝐬𝐬 𝐭𝐨 𝐨𝐮𝐫 𝐞𝐱𝐭𝐞𝐧𝐬𝐢𝐯𝐞 𝐝𝐚𝐭𝐚 𝐚𝐧𝐝 𝐚𝐧𝐚𝐥𝐲𝐭𝐢𝐜𝐬 covering 500+ 𝐏𝐌𝐒 𝐬𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐞𝐬, 200+ 𝐀𝐈𝐅 𝐟𝐮𝐧𝐝𝐬, and 60+ 𝐆𝐈𝐅𝐓 𝐂𝐢𝐭𝐲 𝐟𝐮𝐧𝐝𝐬.

𝐅𝐨𝐫 𝐦𝐨𝐫𝐞 𝐢𝐧𝐬𝐢𝐠𝐡𝐭𝐟𝐮𝐥 𝐯𝐢𝐝𝐞𝐨𝐬, 𝐝𝐨𝐧’𝐭 𝐟𝐨𝐫𝐠𝐞𝐭 𝐭𝐨 𝐬𝐮𝐛𝐬𝐜𝐫𝐢𝐛𝐞 𝐭𝐨 𝐨𝐮𝐫 𝐘𝐨𝐮𝐓𝐮𝐛𝐞 𝐜𝐡𝐚𝐧𝐧𝐞𝐥: https://www.youtube.com/@pmsbazaar

𝐃𝐨 𝐟𝐨𝐥𝐥𝐨𝐰 𝐮𝐬 𝐨𝐧 𝐨𝐮𝐫 𝐬𝐨𝐜𝐢𝐚𝐥 𝐦𝐞𝐝𝐢𝐚 𝐩𝐚𝐠𝐞𝐬:
𝐋𝐢𝐧𝐤𝐞𝐝𝐈𝐧: https://www.linkedin.com/company/pmsbazaar/
𝐓𝐰𝐢𝐭𝐭𝐞𝐫: https://twitter.com/PmsBazaar
𝐅𝐚𝐜𝐞𝐛𝐨𝐨𝐤: https://www.facebook.com/pmsbazaar/
𝐈𝐧𝐬𝐭𝐚𝐠𝐫𝐚𝐦: https://www.instagram.com/pms_bazaar/

#pmsbazaar #fundmanager #pms #investing #smallcap #riskmanagement #wealthcreation #finance #investment Receive SMS online on sms24.me

Watch on YouTube

Subscribe on YouTubeReaderBot

TubeReader video aggregator is a website that collects and organizes online videos from the YouTube source. Video aggregation is done for different purposes, and TubeReader take different approaches to achieve their purpose.

Our try to collect videos of high quality or interest for visitors to view; the collection may be made by editors or may be based on community votes.

Another method is to base the collection on those videos most viewed, either at the aggregator site or at various popular video hosting sites.

TubeReader site exists to allow users to collect their own sets of videos, for personal use as well as for browsing and viewing by others; TubeReader can develop online communities around video sharing.

Our site allow users to create a personalized video playlist, for personal use as well as for browsing and viewing by others.

@YouTubeReaderBot allows you to subscribe to Youtube channels.

By using @YouTubeReaderBot Bot you agree with YouTube Terms of Service.

Use the @YouTubeReaderBot telegram bot to be the first to be notified when new videos are released on your favorite channels.

Look for new videos or channels and share them with your friends.

You can start using our bot from this video, subscribe now to How Wallfort’s Small & Mid Cap Strategy Delivered 25.41% CAGR vs S&P BSE 500’s 12.35%

What is YouTube?

YouTube is a free video sharing website that makes it easy to watch online videos. You can even create and upload your own videos to share with others. Originally created in 2005, YouTube is now one of the most popular sites on the Web, with visitors watching around 6 billion hours of video every month.