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Factsheet | 4Q24

  • Kunal Mashruwala
  • Jan 18
  • 1 min read

Updated: Apr 27

We outperformed during a tricky 4Q24. As we enter CY25, expect the Trump Uncertainty Factor (TUF) along with rich valuations amidst a potential for higher inflation to create volatility in markets. Prudent risk control will be paramount over the next few quarters.


Some changes to our portfolio and to our Top Holdings given changes in the global landscape. Please review the factsheet along with the 4Q24 Investor Note for more details.





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