Narayana Murthy’s Family Office Builds Seven-Stock Manufacturing Portfolio

Narayana Murthy’s investment company, Catamaran Ventures, owns parts of seven public companies.

These companies mostly make physical products rather than software.

They produce steel, vehicle components, aircraft parts, generators and electronic controls.

The largest holding is Sansera Engineering.

Aequs and SEDEMAC were bought before they became public companies.

Some of the shares have risen sharply since their stock-market listings.

However, some companies are losing money, carrying heavy debt or trading at expensive prices.

IRIS RegTech is the only software company and has performed poorly recently.

The article says investors should study the companies carefully instead of copying Murthy’s purchases.