Thematic Investing Part 2!

Welcome to the second part of the Thematic Investing series that we initiated a few weeks back. In the first part, we did a comprehensive overview of the Aerospace and Defence (A&D) sector (new subscribers can click here to read Part 1).

After using multiple filters and spending days researching the sector, we selected 9 stocks out of more than 200 global companies in the A&D sector. We further covered one large-cap stock in detail in the first part, and today, we will take a deep dive into the potential multi-baggers that we added to our portfolio last week.

Before I begin, congratulations to those who have been holding URA in their portfolio as we bought the same in June. It has given pretty healthy returns of more than 20%+ and has been an excellent pick.

Let’s discuss the rationale behind the addition of the two A&D names to our portfolio!

Let’s go!!