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In the era of exchange-traded funds (ETFs), we are seeking to supply something over and above benchmark-linked returns. We believe our competitive advantage lies in our investment experience, our original research, our relationships with management and the local investment community (which helps in the sourcing of stock) and in the strategy's capacity cap, which preserves its power.

Strategy Objective

Strategy Objective

To outperform the return of the MSCI India Index by 5% a year over the course of a full market cycle.

Product Fact Sheets

Product Fact Sheets

For enquiries about this strategy or to request a fact sheet, please use the enquiry form in the left column.

Product Overview

Product Overview
Benchmark: MSCI India
Target Alpha: 5% pa over full market cycle
Investment area: India
Average holdings: 30-50

Investment Process

Investment Process

India offers the combined opportunity of a genuine growth story with some of the best management in emerging markets. India’s record on profitability also leads the way in emerging markets. With a wide investment choice, we have the opportunity to add value through our fundamental approach.

  • We take a predominantly bottom up view to picking stocks.
  • A ‘growth-at-a-reasonable-price’ philosophy helps us avoid overpaying.
  • Our preference is for long term growth stocks.
  • The strategy size is capped so we are able to retain a mid-cap bias.  

Investment Philosophy

Investment Philosophy

We believe emerging markets and Asia are different to developed markets and are changing rapidly. It takes experience and a specialist approach to keep up with these changing markets.

Team Profile

Team Profile