Inorganic growth is a notable source of total expected returns from our equity portfolio
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Reiterating our investment focus as we prepare to launch River Valley Core Compounding Fund: Strong cash generation with steady growth
Focussing on the essence of the investment process: we hope to have Buffet’s insight and discipline
One of our learnings: always be suspicious of extreme forms of consensus in the markets
Tapering buybacks would reduce misallocation of cash and move value to companies that depend on organic growth to deliver returns
We explain why our hunt for returns is focused more towards Asia and Europe
Growth will be where structural reforms gain traction: Watch EM
A close look at China Cord Blood, one of the growth stocks that form 10-20% of our portfolio
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