SMC Global Securities Limited

Nemish Shah, co-founder and CIO of ENAM ASSET MANAGEMENT COMPANY PRIVATE LIMITED, is known for his long-term, value-focused investing approach. His publicly disclosed portfolio is valued at around ₹3,553 Cr, with major holdings including: LMW Limited – ₹1,724.6 Cr Asahi India Glass Limited (AIS)– ₹1,391.4 Cr ELGI EQUIPMENTS LIMITED– ₹339.0 Cr BANNARI AMMAN SUGARS LTD– ₹125.5 Cr Zodiac Clothing Co. Ltd – ₹3.0 Cr A concentrated portfolio with a clear focus on businesses he has conviction in. Which holding would you want to us analyse next? #NemishShah #StockMarket #Investing #Portfolio #SMCGlobal 1 day ago