Polycab: Market Leader in Wires & Cables, with Optionality

Viraj Mehta of Equirus Long Horizon Fund presented his in-depth investment thesis on Polycab (India: POLYCAB) at Asian Investing Summit 2020.

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About the instructor:

Viraj Mehta serves as Fund Manager of the Equirus Long Horizon Fund, a long-only fund. Viraj has a decade of experience in the field of investing. He was selected by the Wall Street Journal as part of “Asia’s Master Stock Picker” series for India. He was previously a member of the fund management team at Franklin Templeton Investments, managing $6 billion in assets. Viraj was the lead analyst for the small companies fund at Franklin Templeton.