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Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
Despite an 11% decline in 2025, Gymkhana remains highly bullish on India's 'reform express,' actively rotating its portfolio into deeply undervalued small-cap industrials and defense suppliers.
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Despite an 11% decline in 2025, Gymkhana remains highly bullish on India's 'reform express,' actively rotating its portfolio into deeply undervalued small-cap industrials and defense suppliers.