Investment Insights from Porinju Veliyath's Expertly Curated Portfolio | Motilal Oswal

Investment Insights from Porinju Veliyath's Expertly Curated Portfolio




As a stock market investor, you might have heard of Porinju Veliyath, one of the country's most successful and influential portfolio managers. He is the founder/CEO of Equity Intelligence, a fund management company that has delivered stellar returns for its clients. He is also known for his knack for picking undervalued and turnaround stocks, often from the small-cap and mid-cap segments, that can become multi-baggers in the long term.

But how does he do it? What are the secrets behind his investment strategy and philosophy? And what can we learn from his portfolio and holdings? Let's answer these questions and provide investment insights from Porinju Veliyath's expertly curated portfolio.

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The Porinju Veliyath Way

He began his career in the stock market as a floor trader in 1990 with Kotak Securities and later joined Parag Parikh Securities as a research analyst and fund manager. He moved back to his hometown, Kochi, in 1999 and founded Equity Intelligence in 2002 with a vision to provide professional fund management services. Since then, he has managed his portfolio and those of other investors through Equity Intelligence.

Mr Porinju has been featured in Forbes India as one of the top wealth creators in the country and has been called a “small-cap czar” by The Economic Times.

His investment approach relies on a few simple principles:

  • He believes in value investing, which means buying stocks trading below their intrinsic value or having a margin of safety.
  • He focuses on the quality of the business, the management, and the growth prospects rather than the price or valuation metrics.
  • He looks for companies with solid fundamentals, competitive advantages, and sustainable earnings growth.
  • He prefers companies that are leaders or niche players in their respective sectors or industries.
  • He invests in companies undergoing positive changes or transformations, such as restructuring, turnaround, merger, acquisition, or expansion.
  • He avoids high-leveraged companies. He also avoids companies with corporate governance issues or those facing regulatory or legal troubles.
  • He diversifies his portfolio across different sectors, themes, and market capitalizations.
  • He holds his stocks for the long term and does not get swayed by short-term fluctuations or market noise.
  • He follows a contrarian approach and buys stocks when they are out of favour or ignored by the market.

The Porinju Veliyath Portfolio

As per the latest corporate shareholdings filed for June 30, 2023, some of the most popular stocks that Porinju Veliyath publicly holds are as follows.

Stock Name

Quantity Held Share Price As Of September 22, 2023 (in Rs)
Aurum Proptech Ltd. 24,10,000 124.6
Kerala Ayurveda Ltd. 3,36,000 118.35
Duroply Industries Ltd. 5,46,263 178
Kaya Ltd. 3,94,500 352
Ansal Properties & Infrastructure Ltd. 18,00,000 12.05
Centum Electronics Ltd. 1,30,000 1,417
Kovilpatti Lakshmi Roller Flour Mills Ltd. 60,000 167.95
Kokuyo Camlin Ltd. 10,10,100 136.95
Orient Bell Ltd.  5,43,512 464
Shalimar Paints Ltd. 11,20,000 153.15
Lakshmi Automatic Loom Works Ltd.  7,000 1,225
Taneja Aerospace & Aviation Ltd. 2,90,000 244.45
Ansal Buildwell Ltd.  2,50,000 78.99
Ashok Alco-Chem Ltd. 1,90,000 112.5
Priti International Ltd. 1,50,000 164.75
RPSG Ventures Ltd. 4,60,000 592.3
Max India Ltd.  4,50,000 136.25
Thejo Engineering Ltd.  1,25,550 1,626.45

The Investment Insights

What can we learn from Porinju Veliyath's portfolio and holdings? Here are some investment insights that we can derive from his expertly curated portfolio:

  • Look for value opportunities in the small-cap and mid-cap segments that have the potential to become large-cap players in the future.
  • Seek companies undergoing positive changes or transformations that can unlock shareholders' value.
  • Hold your stocks for the long term and do not get influenced by short-term fluctuations or market noise.
  • Keep yourself updated with the macroeconomic trends, political developments, and social changes that can affect the business environment and consumer behavior.

Conclusion

Porinju Veliyath is a highly successful Indian portfolio manager. He consistently delivers impressive returns to clients. He combines value, quality, change, diversification, and contrarian investing for long-term gains. Analyzing his portfolio provides valuable insights to enhance our investment prowess. To learn more about such investment gurus, visit Motilal Oswal. 

 

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