Introduction When we started our investment firm six years ago, our objective was to manage our investors’ assets just as we manage our own by investing in businesses that were durable and were managed by stewards who view their company capital with the same care that we manage our investor assets. Investing in public market …
Month: July 2022
Absolute Gains And Relative Underperformance In A Hopeful Month, Sustained Top Decile Rankings In The Three And Five Year Periods
This month gave a ray of hope after a rather challenging 2022. While RBI has continued with its hawkish stance towards rate hikes, the inflation has cooled off marginally and the crude oil prices have come off as well. There was also a turnaround in the FPI sentiments where the FPIs became net buyers in …
