Imperfect companies in India - we find faults in our portfolio holdings and explain why we still consider them to be good investments.
In our previous update, we discussed many aspects of our investment process, highlighting some of the mistakes we try not to make. In our experience, we have come to the realisation that a rigid, black and white approach does not necessarily fit with the chaotic nature of markets; sometimes it is just as important and crucial to understand the various shades of grey.
In this latest update, we find ‘faults’ in our portfolio holdings and explain why we still consider them to be good investments. Please click the below button to read more.
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