Samir Arora on why Campus Shoes is a winner and does not need a underdog tag
“This month Campus Shoes is down 26%. But it will be a big winner over the next two-three years because there is a new category. Since listing, they have done very well and better than every other dog that you may have. My theory is that by 2025, relatively smaller positions of 2-3% per name rather than 5%-6% and nearly every year some 8-10 of them do well enough to change the portfolio and beat the market by a few percent.”