The Writing Room

We aim to keep our investors up to date with regular written pieces that discuss our portfolios and our views on the opportunity-set whilst using the exercise to clarify our thoughts.

Writing Room

HOUSE OF OCEAN DIAL SERIES – HOODfolio:Welspun India

David Cornell

2022 will sort the darlings from the dogs
In this note, the Ocean Dial investment team examine strong market performance in India, and how the pandemic accelerated irreversible change. We also write briefly on Welspun India, a company that forms part of  the HOOD, (investible universe), or House of Ocean Dial. Welspun is India’s largest home textile company, exporting more than 94% of it’s products to more than 50 countries.

January 2022

HOUSE OF OCEAN DIAL SERIES – HOODfolio

Tridib Pathak

2022 Outlook and Portfolio Strategy

In this note, Tridib Pathak shows how quickly 12 months can pass in investing with India’s ‘mainstreaming of digitalisation’ the “ start up” economy coming of age. Tridib also explains what we can look forward to in 2022 in terms of resilience of the Indian economy and how the economy is well placed to navigate ‘Quantitative Tightening’ (QT).

January 2022

India Capital Growth – The show must go on

Jayna Rana

India has attracted a lot of attention over 2021 as it has outperformed even the US, despite suffering from one of the deadliest waves of the COVID-19 pandemic earlier this year. Combined with improved stock selection and its new investment policy, India Capital Growth (IGC) has also seen its performance shine through.

December 2021