Summary
We are a Buyside outfit and also offer Advisory services. Most notes published here are written for our consumption. These notes offer readers a perspective of our approach to scanning sectors and distilling ideas to constructing a bottom-up Equity portfolio.
Combining top down and bottom-up approaches to identifying themes/ value stocks at inflexion
Sector agnostic | Value oriented - Inflexion approach | Bottom-Up Ideas
Biased towards Sustainability, ESG
Team is Wall Street Journal, ET Now - Star mine Lipper, Asia money rated.
Areas of Expertise
Primary Asset Class:
Equities
Geography:
Asia Pacific
Countries:
India
Sectors:
(generalist)
Content Verticals:
Thematic (Sector/Industry), Equity Bottom-Up