Glen Finegan, Skerryvore Asset Management's Lead Portfolio Manager, is no stranger to the opportunities within the Indian market. In fact, over a quarter of Skerryvore’s portfolio is exposed to Indian-domiciled companies. And while the exposure may seem large, the companies held typically have diversified global revenue streams that are not dependent on the performance of the Indian economy.
In this Livewire Expert Insights video, Glen discusses some of the Indian companies held in Skerryvore’s portfolios and the opportunities he sees going forward.
The content contained in this video represents the opinions of the speakers. The speakers may hold either long or short positions in securities of various companies discussed in the audio. This commentary in no way constitutes a solicitation of business or investment advice. It is intended solely as an avenue for the speakers to express their personal views on investing and for the entertainment of the viewer.
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