| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 28, 2025 | Compounding Gems Aravalli Fund | - | - | RAYMOND.NS | AI, geopolitics, India, long-term, Quality, value | India is positioned as one of the few large economies with strong real growth potential, though structural constraints limit full global value chain engagement. The manager sees specific opportunities in undervalued financials and consumer discretionary sectors that have lagged recent market trends. | 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. | ||||||||