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

The quiet revolution in India’s savings is unfolding not in gold or real estate, but in mutual funds…

India Capital Growth Fund - Investment Team

Over the past decade, India’s key growth narratives have centred around three pillars: 1) favourable demographics 2) structural reforms and 3) robust digital infrastructure development. One of the positive fallouts of this is the exponential surge in assets of India’s mutual fund sector.

October 2025

Bi-Annual Market Capital Reclassifications

Lucy Draper

AMFI Market Capital Reclassifications – July 2025

July 2025

India’s Energy Transition: Capitalising on the Solar Revolution

Jainam Vora

India stands at the cusp of an energy transformation. Once plagued by power shortages, the country now aims to become a global leader in renewable energy, targeting a massive 500 GW of renewable capacity by 2030, with solar energy contributing 280 GW to this ambitious goal.

April 2025