The main objective of the investment under this portfolio is to generate capital appreciation over the medium / long term by investing in select equity shares and equity related instruments in concentrated manner. The portfolio will typically have less than 30 stocks, however in case of portfolio transition the number of stocks could be more. The target segment of investment ideas would be bottom up and market cap agnostic. The portfolio manager aims to invest through bottom up stock picking in emerging & existing themes to take advantage of the overall economic growth cycle. The investment style of the portfolio would be a suitable blend of top down macro themes and bottom up investment ideas at the micro level.