Reiterating our investment focus as we prepare to launch River Valley Core Compounding Fund: Strong cash generation with steady growth
Read More
One of our learnings: always be suspicious of extreme forms of consensus in the markets
We explain why our hunt for returns is focused more towards Asia and Europe
We explain our belief in a high likelihood of the QE tapering trade losing momentum
Developed markets’ valuations leave no margin for error; those of Emerging markets price in at least a mini crisis
Our medium- to long term projected trends that form the bedrock of our portfolio construction process
A look at the macro environment that justifies our investment belief in strong free cash generators with solid growth
We focus on earnings visibility and sustainability in a low growth low rate environment
Exploration of themes to explain our macro beliefs and fundamental investment thesis guiding our portfolio construction process