Mid-Small Cap specialist | Equities | India, Nurture Capital Advisory

Nurture Capital Advisory

We are a Buyside outfit and also offer Advisory services. Most notes published here are written for our consumption. These notes offer readers a perspective of our approach to scanning sectors and distilling ideas to constructing a bottom-up Equity portfolio. 

Combining top down and bottom-up approaches to identifying themes/ value stocks at inflexion
Sector agnostic | Value oriented - Inflexion approach | Bottom-Up Ideas
Biased towards Sustainability, ESG
Team is Wall Street Journal, ET Now - Star mine Lipper, Asia money rated.

Mid-Small Cap specialist | Equities | India

Equity Bottom-Up

<ul>
<li>Leading water treatment company going through its crucible - negative sentiment, low expectation thus low valuation </li>
<li>Mean reversion a high possibility, tailwinds for the sector getting strong </li>
<li>Opportunities galore - new energy, general, PLI, non-PLI Capex, sewage water treatment, upgradation and desalination </li>
</ul>


Leading water treatment company going through its crucible - negative sentiment, low expectation thus low valuation 
Mean reversion a high possibility, tailwinds for the sector getting strong 
Opportunities galore - new energy, general, PLI, non-PLI Capex, sewage water treatment, upgradation and desalination 


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