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Does anyone have a read on why the letter has a large section ( Notes from the Road) about India and how excited Tyler Galuser is about India, when as best I can tell he is only one of a dozen PMs on one fund that only has 4% in India?
Emerging Opportunities seems to be the fund with the most Indian exposure, but he is not a PM there. Overall not a lot of exposure
Also why did Contrarian Fund's "Captured earnings" go down for 2022 and is so low?
I have always had a hard time telling the difference between most of their funds
Comments
Emerging Opportunities seems to be the fund with the most Indian exposure, but he is not a PM there. Overall not a lot of exposure
Also why did Contrarian Fund's "Captured earnings" go down for 2022 and is so low?
I have always had a hard time telling the difference between most of their funds