01.09.2022

Alquity Investment Management Ltd.

WHY CHOOSE ALQUITY FOR YOUR INVESTMENT IN INDIA

India has become a core part of investors’ portfolios over recent years, as the country’s long term structural growth case has gained increasing attention. Mike Sell, our Indian portfolio manager, has been directly investing in the country since the mid-1990s and so has witnessed first-hand the changes in this dynamic economy.

ALQUITY’S UNIQUE PROPOSITION IN INDIA
There are numerous Indian funds available to investors, but we believe our approach is unique and has consistently proven to be successful:
1. Themes. We do not believe that portfolios should be a mere conglomeration of stocks, driven largely by the constituents of an index. We are long term investors and we focus on the long term structural growth drivers of India – such as the winners from India’s amazing demographics. Our portfolio has benefited significantly over the years from themes such as the shift from the informal to the formal economy, and whilst this will continue (along with the continued move from the physical to the digital world) we cannot remain static in our analysis. We believe that focusing on the next story, not the last, is one of the keys to our strong multi-year performance. Hence, we have been researching
‘Made in India’ as an additional theme over the last 2 years, driven by Modi’s policies, and accelerated by companies’ desires to diversify their supply chains from China. This will become an increasing part of the portfolio over the coming years.
 
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