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 – HOODnote: DIGITAL ADOPTION

Tridib Pathak

The Transformation of India’s Public Equity Markets Through Widespread Digital Adoption.

 

In this note, Tridib Pathak examines the challenges of being an equity investor, and how important it is to use established research processes to avoid hype whilst being alert for new ‘normals’ that can change business models.

February 2022

HOUSE OF OCEAN DIAL SERIES – HOODnote: INDIA BUDGET

India Budget – January 2022

In this note, we examine how the January budget indicates that India will continue on its rapid trajectory in becoming the world’s leading economy and look at the sectors which are likely to benefit.

February 2022

Investors’ Chronicle – Shares I Love: Welspun India

Leonora Walters

In Investors’ Chronicle, David Cornell, manager of India Capital Growth Fund (IGC), explains why he invests in Welspun India , the largest home textile company in that country.

January 2022