Ashish Dhawan portfolio: Ace investor Ashish Dhawan maintains a very focused portolio with holdings spanning sectors, including education, healthcare, finance and technology. The investor co-founded private equity firm - ChrysCapital. The investor is typically a contrariar value investor.
2/7The investor other than strong fundamentasl looks for companies with 'moat' that can sustain profitability for a long term.
3/7The investor betting on scrips available below their intrinsic value has a very deliberate portfolio size.
4/7As per the available data,the investor as per the latest shareholdings filed holds a total of 11 stocks with a net worth of over Rs. 3,248.8 Cr.
5/7Currently as his second career as being a philanthropist, Dhawan is the Founder-CEO of The Convergence Foundation (TCF) which is focused on accelerating India’s economic growth and development. Ashish is
6/7As of the March quarter, after rejigging the portfolio, the investor added stake in some scrips, while in others stake came down below 1 per cent for the first time.
7/7In the pharma major, the investor pared stake in the March quarter by as much as 0.1 per cent to 1.8 per cent but still holds a Rs 835 crore holding in the company.