Minerva India Under-served’s Substack
Minerva India Under-servedWe try and capitalize upon flawed overly-generalized narratives around institutionally under-owned or orphaned listed securities in India
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 79 | Subscribers | Read | minervaindiaunderserved.substack.co... |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Bandwagoners on passive EM vehicles?
In general, it is getting increasingly pointless to argue against ‘passives’ and in favor of ‘actives’. That said, given underlying dispersion in the latter, it is almost as pointless to spray-paint all ‘actives’ with one lazy brush. Inform...
What if…?
Theoretically, a discerning allocator should be ok with elevated volatility if risk-adjusted returns are also superior. Discerning allocators invest with long time horizons, and have the capacity to withstand even significant temporary draw...
C1Q26 Strategy Update
We are sharing summary of our C1Q26 investor letter:
Liquidity is NOT a static measure
Even though liquidity changes, and often changes significantly, trailing measures are still used in an archaic fashion to argue for extent of capital absorption (read scalability). Accordingly, we need to call out an extremely lazy narrativ...
Authors
The writers behind this newsletter.
Unskewed alpha capture in India's institutionally under-owned/orphaned space, with asymmetrically lower volatility. Communication on this page is meant for accredited investors in our offshore structures. LEI: 549300BQY3OUZWXLDZ68
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