The India Avenue Equity Fund’s fact sheet for the month ending March 2019 is now available for you to download.

In this month’s Fact Sheet, we cover the following:

1. The India Avenue Equity Fund was up 10.8% in the month of March. Strong stock selection and a broader participation of stocks in the rally saw the fund outperform by 1.39%
2. Timing a long term structural investment like India is fraught with danger. We explain why many investors inevitably get this wrong
3. India requires significant infrastructure to be built, with the Government planning to spend US$1.5 trillion by 2024. Cement is a key input and we explain why our fund has long term exposure to this exciting thematic