The futility of taking cash calls

In our last blog we explained we don’t intend taking cash calls just because markets may seem overvalued.

In this note we provide more rationale for the same.  Even if one was to get market timing – selling and re-entry – both legs perfectly right, and that is a big assumption, the net impact on your incremental IRR vs staying invested is marginal.

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Our perspective to some commonly asked questions

4 common questions we have recently been getting

1.      Is this still a good time to enter markets?

2.      Will you invest all additional capital at present?

3.      Will you take some cash calls because markets have run up so quickly?

4.      Will you rejig the portfolio as cyclicals may do better short term?

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