Perspective On Questions From Client Partners

Enclosed note discusses our approach to portfolio positioning .

Enclosed note contains our perspective on Gold

We have put together a brief note explaining our views on whether India has decoupled.

We have put together a brief note explaining why we don’t own commodities.

We have put together a brief note explaining how we take exit decisions.

We have put together a brief note to discuss the importance of shutting out the noise and our process to do the same.

Enclosed note contains our perspective on some commonly asked questions.

Enclosed note explains why we don’t take cash calls.

Enclosed note contains our perspective on some commonly asked questions.

We have put together a brief note explaining how we take exit decisions.