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Ocean Dial in Conversation

Gaurav Narain and Tridib Pathak, Ocean Dial’s co-Heads of Equity, alongside Amul Pandya discuss the current investment environment in India.

April 2020

Portfolio Update Call

2019 was an eventful year for India which included a national election, a liquidity crunch in the banking system, a botched budget, the biggest tax reform in a generation, and an equity market characterised by divergence and volatility. The investment team at Ocean Dial used this period to re-examine the investible universe and during the call will provide:

– An overview of the portfolio and its repositioning
– A deep dive into some of the Fund’s top holdings and their growth prospects in the coming years
– The team’s outlook for the Indian macro environment and what to look out for in 2020 with regards to investor sentiment

If you would like to receive a recording of this call, please contact camilla.bryden@oceandial.com

January 2020

Interim Results & Portfolio Update Call

We would like to invite you to India Capital Growth Fund’s Interim Results and Portfolio Update Call at 12pm on Wednesday, 11th September. The Portfolio Management Team will provide an update on the portfolio and the latest developments influencing the Indian equity market.

September 2019