Newsletter February, 2020

If you are concerned about your portfolio and are looking for a solution-the budget may not help you. While you may have got a chance to plug into the Finance minister’s budget and go through some of the not so exciting announcements over the weekend, we did some of our own analysis keeping in mind your portfolio companies. Over the last two months we have consciously taken a step back from all the negative macroeconomic news flow to focus our energy and resources to what we have always believed to be more relevant – building deep sector and stock specific expertise.