Lighthouse Infrastructure
"Lighthouse Infrastructure Portfolio aims to be a proxy to India’s economic growth by participating in infrastructure and related businesses."
Sustainable growth in the Infrastructure Space.
Investment Objective
Aims to provide long term returns by investing in a diversified portfolio of Indian equities in the infrastructure and infrastructure related businesses with favorable long-term prospects
Portfolio Characteristics
- Investments at an early phase of infrastructure growth in India
- Access to a range of businesses
- Sustainable and durable growth potential through long-term investment opportunities
- Quality businesses run by quality management
- Reasonable valuation with a significant margin of safety
- Benchmark – BSE 200
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Equity Knowledge Series
"One of the trends we have found is that the investment managers that tend to perform the best over time are the ones that tend to spend the least amount of time debating which way the market is heading"
-Don Phillips
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