Vaibhav Agarwal Highlights AI, Defence, Electronics as Growth Engines
Vaibhav Agarwal, Founder CIO of Accelt Asset Management LLP, discusses his team's bottom-up stock-picking strategy focusing on businesses with sustained earnings growth. He highlights smallcaps growing earnings at 25–30%, and explains the GMCV framework—Growth, Management, Capital Efficiency, and Valuation—that helps identify potential compounders while avoiding value traps. He also stresses the importance of paying the right price despite strong growth stories.
ET Markets·


