ETMarkets PMS Talk | The best alpha comes from spotting inflection points before the market does: Anuj Jain

PMS fund manager Anuj Jain discusses the performance and philosophy of the Super 30 Dynamic Fund, which has delivered a 25.52% CAGR since inception versus 16.40% for the S&P BSE 500 TRI. The strategy focuses on concentrated smallcap and special-situation investing, with Jain emphasising discipline, early identification of inflection points, and patience as key alpha drivers. He identifies India's manufacturing and industrial expansion as a defining investment theme for the next decade.