Objective
To generate capital appreciation from a diversified portfolio of equity & equity related instruments. Kotak Contra is founded on the premise that while in the long-term, the market is driven by fundamentals, short-term prices are influenced more by market sentiment. This can sometimes lead to companies that are fundamentally strong being under-valued in the short-term. Kotak Contra will take advantage of the opportunity that this short-term mis-pricing creates: Dedicated to investing in these fundamentally strong, temporarily unpopular companies, it aims to create returns for investors as the markets wake up to their true value.