We invest in best-in-class Indian companies trading at extreme discounts. Our investment horizon is long, often > 3 years, but not perpetual – we are not passive investors. We often invest during periods of turmoil and only hold 15-20 positions. We can go short or use leverage, but seldom do so.
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This month, we have our annual feature on military veterans in the asset management industry.
Through its award winning monthly newsletter and resource-centric web site, Emerging Manager Monthly delivers all the industry news and intelligence emerging managers and institutional investors need to stay informed and ahead of the curve on this exciting sector of the asset management industry.