India

Navigating in a reforming political environment
The Indian economy has shifted to a new path and is supported by very attractive demographics and political reforms. We believe India offer investors one of the most attractive and significant long-term growth potential in the world.

However, investing in India is complex and the Indian equity markets being one the largest in terms of listed companies, selectivity is key in capturing these opportunities. We navigate the Indian markets by identifying and combining longer-term trends and mid to shorter-term themes that fits the dynamics and characteristics of the India equity markets extremely well.

Selecting the best companies for you
An actively managed portfolio of high conviction stocks with balanced emphasis on large, medium and small-cap stocks ensures that every single stock we select makes a difference to your investment returns, while at the same time offering sufficient risk diversification.

We have been active investors in India for nearly two decades and our experience has taught us that it is important to look through short-term market sentiment and irrational behaviour of market participants, and to focus on company fundamentals and the longer-term investment outlook. Our differentiated long-term investment approach based on identification of trends and themes has been time-tested in the Indian equity market over many years.

By identifying structural trends, we can position the portfolio strategically, thus allowing for a longer-term perspective, while at the same time adopting a more proactive approach to shorter-term investment themes within the Indian equity markets.

Our commitment to you
We are committed to continuously exploring trends and themes and identifying the growth potential and exciting investment opportunities in India. We are convinced that the key to success and achieving superior investment returns is an active and focused approach.
We offer you:

• Thematic based investments from Indian insights
• High conviction stock picking aligned with the themes
• Proven investment approach
• Lasting investments that make a difference

Our ambition is to be the leading investor in Indian equities, and we look forward to making a difference for your investments.

Watch the portfolio