India Equity: Unlocking Catalysts of Long-term Outperformance Banner

India Equity: Unlocking Catalysts of Long-term Outperformance

Rapid urbanization, structural reforms, and infrastructure development anchor India’s long-term prospects. Yet in this complex and dynamic market, a deep understanding of the businesses of listed companies and their unique return drivers is key to finding hidden value and buffering risk.

Investment Opportunity

Indian Equities: Macro Counts What Can Be Counted, Micro Counts What Should Be Counted
Indian Equities: Macro Counts What Can Be Counted, Micro Counts What Should Be Counted
As long as valuations are supportive, investors can find opportunities in India that are not linked to macro trends.
High-Growth Opportunities in a Complex Market
High-Growth Opportunities in a Complex Market
India’s highly idiosyncratic market requires patience and vigilance. That’s why our approach carefully selects companies that can navigate their way through market cycles.