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

Sunday Times: You should think about investing in India this Diwali

Ian Cowie

Sunday Times Columnist Ian Cowie writes about the opportunities to be gained by investing in India. He also speaks about how he diversified into the India Capital Growth fund and the gains that resulted.

November 2023

Interactive Investor: I’m glad these two trusts are no longer my problem

Ian Cowie

Columnist Ian Cowie runs through his winners and losers in the third quarter, a period that saw him sell out of two investment trust holdings.

September 2023

Sunday Times: Good Morning Vietnam – My bet on this fast growing economy is paying off.

Ian Cowie

In this article, Ian Cowie discusses exposure in the Asian and Indian economies. He explains how a country by country approach can be less risky and more rewarding, using India’s combination of entrepreneurial dynamism and legally enforced property rights to explain his point.

September 2023