This is the first in a series of more in-depth papers that will provide a deeper insight into our Growth Equity team’s investment philosophy and process.

Many multi asset funds rely on either fundamental or quantitative analysis to determine their investment process. But what if those approaches could be combined, complementing their strengths?

Picture this: you’re running late, circling a car park in a crowded shopping mall. Every parking spot seems impossibly tight. Squeezing your car in feels like a test of nerves and patience. But what if all it takes is a tap on your app. Your car glides effortlessly into the tight space, parking perfectly while you watch on….

India’s economic narrative is shifting—again. And this time, with more conviction.

GDP data for the fourth quarter of fiscal year 2025 (ending March 2025) came in ahead of expectations, reinforcing our core thesis: India is entering a new phase of cyclical acceleration. But this is not just a story of one quarter’s growth. It’s a sign of a broader inflection—across GDP, corporate earnings, credit, and liquidity—fueled by a decisive pivot in policymaking.

A large and diverse asset class comprising countries with improved policymaking and stronger institutions merits a reassessment.