Rationale for trimming position size in Life Insurance to 15% Rationale for trimming position size in Life Insurance to 15%
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  • About Us
    • Guiding Principles
    • Product Offering
    • Portfolio Performance
    • Fee Structure
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    • REGULATORY DETAILS
  • Investment Approach
  • Perspectives
    • Blogs
    • Select Company Perspectives
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Rationale for trimming position size in Life Insurance to 15%

We had an overweight position in Life Insurance (upto ~20% allocations in some accounts).   We find this to be a very attractive industry and found valuations strongly in favor when it was hard to find value elsewhere.  However, the industry has seen two regulatory actions in the last 24 months on tax saving products. 

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Investment thesis on Restaurant Brands Asia

We have put together a brief note to explain our thought process underlying this investment

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Why have we continued to buy Star Health

Star Health has corrected significantly since our first purchase.

 
Enclosed is a note that explains why we have continued to buy Star at lower prices. 

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Investment thesis on Kama Holdings

We have put together a brief note to explain our thought process underlying this investment

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Investment thesis on MAN Industries

Dear Partners,

We have put together a brief note to explain our thought process underlying this investment

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Perspective on Life Insurance companies post-budget

Dear Partners,

We have put together a brief note that summarizes our thoughts and how we intend to act. 

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