The Writing Room

We aim to keep our investors up to date with regular written pieces that discuss our portfolios and our views on the opportunity-set whilst using the exercise to clarify our thoughts.

Writing Room

The Times: How to invest like a prime minister

David Brenchley

David Brenchley discusses how to invest like a prime minister. Retail Investors can look at firms like India Capital Growth which has “about 22 percent of it’s portfolio invested in small India companies”

March 2023

Portfolio Adviser: India Capital Growth benefits from financials overweight

Christian Mayes

India Capital Growth’s overweight positioning to financials was a key driver of a positive year which saw it’s net asset value (NAV) increase 3.9% over the course of 2022

March 2023

Citywire Investment Trust Insider: India Stack – The secret of India’s tech-led growth

Gavin Lumsden

India Capital Growth fund manager Gaurav Narain explains the startling impact of the digitisation of India’s economy which sees the country account for 40% of global payment transactions.

March 2023