The Listening Room
Q3 Investor Update
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.
India Insights: Is structural growth in India back on track?
Topic: Are India’s Earnings Expectations Grounded in Reality?
Are there any industries where earnings expectations are too conservative?
2 minute video clips
India Insights: Is structural growth in India back on track?
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