What One of India’s Best-Performing Fund Manager Sees Coming Next | Nilesh Doshi | 31 Aug 2026 | Green Lantern PMS
1. Executive Briefing (TL;DR)
- Underperformance & Capital Preservation Strategy: Green Lantern PMS took a conservative stance, holding up to 50% cash by March 2025 due to elevated valuations and skewed stock-specific risk, resulting in flat/FD-like portfolio returns over a 1–2 year period [00:03:43].
- Massive Capital Absorption by Retail: Since late 2024, persistent FII selling and unprecedented primary market issuances (IPOs, promoter OFSs, QIPs) have absorbed domestic capital via mutual funds, PMS, and direct retail flows [].
References
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