FAIRWINDS
Investment Focus

INVESTMENT FOCUS

The Fund follows three key investment themes

Domestic Demand

Domestic Demand

We believe that a predominantly young working population, increasing urbanization, rising household incomes and aspirations, and a rising middle class coupled with low consumer market penetration will continue to fuel domestic consumption, resulting in investment opportunities in companies catering to domestic demand.

INFRASTRUCTURE ALLIED

Infrastructure Allied

Inadequate infrastructure in India has always been a major constraint to rapid economic growth. Traditionally funded through public investment, over the last few years, successive governments have come to realise that in view of scarce budgetary resources and a lack of capacity to implement ambitious programmes, there is a strong case to invite private participation. We believe that going forward, there is a strong case for growth in infrastructure and infrastructure allied industries in India.

SKILLED HUMAN CAPITAL

SKILLED HUMAN CAPITAL

India has a wealth of scientific and engineering talent, as well as in-house research, design and manufacturing capabilities. Sectors like pharma, biotech, clinical research, precision manufacturing are of particular interest in this context.