Bennelong Fund Management - Actively Managed Investment Funds
7
What makes a good bank?
A case study on Kotak Mahindra Bank to show how we evaluate banks (and why we have recently invested in Kotak).
Long View 6 min read
30 June 2020
skerryvore
Notes from the road – India
India comprises around 19% of the portfolio, but we’re interested in more than its large market.
Long View 7 min read
31 March 2020