Performance and documents Price and performance View the latest price and performance (%) of our funds. Price and performance Documents and factsheets View the latest documents and factsheets for our funds. Documents and factsheets
Documents and factsheets View the latest documents and factsheets for our funds. Documents and factsheets
Experience over hope for Asian markets Markets will always do their best to push us to act in a short-term and emotional manner, particularly at times when events become somewhat extreme. These days all of us, market participants or not, seem almost entirely focused on uncertainty rather than promise. This is why having a strong philosophy and process is crucial. 29 November, 2023 Article 10 mins
Solara eclipse In our team, mistakes are teachable moments to be shared and learnt from. Thankfully, for us and our clients, in our history of investing in India we have managed to avoid the big ones. 23 October, 2023 Article 8 mins
Balance and behavioural biases As investors focused on quality, one can easily “fall in love” with an investment and be too forgiving in certain situations, potentially missing important warning signs or sell signals. One question that we frequently get relates to a common behavioural bias for quality investors: how do we balance admiration for a company without becoming too complacent? 09 October, 2023 Article 8 mins
Experience over hope for Asian markets Markets will always do their best to push us to act in a short-term and emotional manner, particularly at times when events become somewhat extreme. These days all of us, market participants or not, seem almost entirely focused on uncertainty rather than promise. This is why having a strong philosophy and process is crucial.