At Sarmaya, thematic investing is an opportunity to reap outsize results by building a concentrated portfolio focused on the prevailing theme.
THEMATIC INVESTING: A NEW ONE IN EVERY CYCLE
Themes drive markets over multi-year cycles and outpace broader benchmarks.
SARMAYA'S NEXT THEME
Return to Tangibles -
a commodity super-cycle
The current monetary and fiscal macro environment coupled with the market fundamentals have set the stage for this next market cycle theme.