In this month’s Fact Sheet, we cover the following:
- The India Avenue Equity Fund was up 2.7% in February, (despite geopolitical events) bouncing back after a difficult 2018
- Investment in renewable energy projects is growing rapidly as the Indian Government promotes sustainability of the country’s ever growing consumption of energy
- Our current portfolio positioning in terms of top 10 stocks, sector positions and % of the portfolio where company revenue is derived in India