ETMarkets PMS Talk: Focus on small & midcaps to build multibaggers over time, Arpit Agrawal decodes investment strategy

We focus on companies which have potential to generate operating cash flows (Small Cap) and free Cash Flows (Mid and Small Caps),” says Arpit Agrawal, Co-Founder & CIO of Electrum Portfolio Managers.

In an interview with ETMarkets, Agrawal said: “We are believers in potential cash flow generation in the business rather than Profitability in the Profit/Loss statement. We use a GARP (Growth at a Reasonable Price) Style to identify and invest in our portfolio companies,” Edited excerpts: