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

Investors’ Chronicle – Shares I love: PI Industries

Leonora Walters

David Cornell, CIO of Ocean Dial Asset Management, which runs India Capital Growth Fund (IGC), explains why he invests in agrochemical company PI Industries.

September 2022

HOUSE OF OCEAN DIAL SERIES – HOODnote: Whilst your back was turned

As a single country investment destination, India has “come of age”

Ocean Dial’s most recent update highlights SIX key takeaways for investors to consider and TEN reasons why India is a superior quality investment opportunity than ever before.

August 2022

HOUSE OF OCEAN DIAL SERIES – HOODstock: WELSPUN INDIA

 

In this note, we look at 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.

February 2022