In the first in our series of Podcasts, explaining what we do – we discuss our investment process and our comparative advantages. Essentially, India Avenue brings a “localised” investment strategy to Australian and New Zealand based investors, through its robust network established in India by the company’s founders.
By localised, we mean that the strategy goes “deeper” than what foreign investors in India typically do – which is to look at only large, liquid and already successful and more mature businesses. However, in our opinion some of the best investments lie in the second tier of market capitalisation, where businesses are still yet to grow into their market share of a growing addressable market (driven by India’s unique demographics).
