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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q2 | Jul 4, 2024 | Noble Capital Management | - | - | AMZN, EADSF, GS, HCLTECH.NS, INFY, JPM, MSFT, ORCL, RYCEY, TCS.NS, TECHM.NS, WMT | defense, India, industrials, small caps, technology, Trade Policy | India is the world's fastest-growing major economy, on track to overtake Germany as the third-biggest by 2028. The economy shows resilience against U.S. tariffs due to its domestic consumer-driven growth model, with goods exports to the U.S. accounting for just 2.2% of GDP. India's buoyant economic growth, monetary policy credibility, fiscal discipline, and reformist governance were rewarded with an S&P sovereign credit rating upgrade. | View | |
| 2024 Q3 | Oct 2, 2024 | NS Partners | - | - | AMZN, EADSF, GS, HCLTECH.NS, INFY, JPM, MSFT, ORCL, RYCEY, TCS.NS, TECHM.NS, WMT | defense, India, industrials, small caps, technology, Trade Policy | India is the world's fastest-growing major economy, on track to become the third-largest economy by 2028. The domestic consumer-driven growth model provides resilience against U.S. tariffs, with goods exports to the U.S. representing only 2.2% of GDP. India's pursuit of free trade deals with non-U.S. partners and deepening domestic capital markets support continued growth. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||