Portfolio manager Arvind Kothari has likened building an investment portfolio to forming a cricket team. He said that like cricket, a successful investment strategy requires a top order, middle order, tail-enders and strong bowlers. Kothari argued that, for a commercial strategy, fearlessness like that of cricket's opening batsmen is needed for firms, such as Shivalik Bimetal, Waaree Energies and Ganesha Ecosphere, that are in a transition phase. Meanwhile, companies that are well-established and leaders in their sectors -- such as Elecon Engineering, Usha Martin and Borosil -- make up the portfolio's middle order and reliable tail-enders such as JK Paper are also included.
