Newsletters
Reflections on a strong first year – Mar 2022
We finished our first year (Apr’21-Mar’22) as a SEBI-registered portfolio manager on strong footing with returns of 66.2% compared to 18.3%-36.6% for benchmarks, generating alpha of 2,950-4,780 bps.
Exceptional companies – Sep 2021
India has been a breeding ground for remarkable managers who have created enormous wealth for themselves and their shareholders by capturing large white spaces in the country.
Inflation, Interest rates and Investing – Jun 2021
A key question concerning investors globally today is the medium-term trajectory of interest rates and the consequent impact on equity markets.