The Listening Room

Beyond 1-on-1 meetings, we host regular webinars to allow investors to question us on our portfolios and views on the broader universe.

The Listening Room

Q3 Investor Update

Presented by Gaurav Narain

Catch Up on our recent activity and latest portfolio positioning with out on demand  Webinar from our new home at Liontrust.

Same team, same process, same philosophy but a new Investment Management company.

September 2026

India Insights: Is structural growth in India back on track?

Presented by Gaurav Narain

Topic: Are India’s Earnings Expectations Grounded in Reality?

Are there any industries where earnings expectations are too conservative?

2 minute video clips

October 2026

India Insights: Is structural growth in India back on track?

Presented by Gaurav Narain

Topic: Growth vs Valuation: The Indian Mid-Cap Opportunity

Where are you finding the most attractive opportunities among mid and small caps?

2 minute video clips

October 2026