October 2018
The India Avenue Equity Fund’s fact sheet for the month ending October 2018 is now available for you to download.
In this month’s Fact Sheet, we cover the following:.
- Our current portfolio positioning
- We provide details on why we are still very confident on the long term investment opportunity that India provides despite poor performance this year
- The Non-Bank Financial Company (NBFC) sector has copped the brunt of the market sell off over the last two months. We discuss why this has occurred and why we still like selective names in this space