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Investor Letters (5)

Capitalmind Fund Managers

Investor Letters

The Second Order, After the Wave of Liquidity

Deepak Shenoy Jul 1, 2020

Investor Letters

The Dichotomy in Markets

Deepak Shenoy Jun 1, 2020

Investor Letters

Locking down and Getting Free

Deepak Shenoy May 1, 2020

Investor Letters

The Franklin Debacle and Debt Funds

Deepak Shenoy Apr 20, 2020

Investor Letters

The Coming of a Kinda-Sorta Perfect Storm

Deepak Shenoy Mar 1, 2020

Investor Letters

Budgets and RBI and a World Virus Scare

Deepak Shenoy Feb 1, 2020

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