Kenneth Andrade Old Bridge Capital

Andrade says apart from valuations, the risks could emerge on the geopolitical front

As per the fund house, the scheme will go by the 'buy and hold' strategy and will look to invest in companies that have low debt and high capital efficiency

KENNETH ANDRADE, founder and chief investment officer, Old Bridge Capital Management (Old Bridge Capital), tells that equities will get their share of the investment pool

While we remain an economy, which has its own strengths and weaknesses, capital flows remain democratic and in the near term they will behave in a synchronous manner

Indian companies serving markets abroad rather than the domestic one are likely to gain disproportionately even as other tailwinds help with costs

Despite uncertainty, investors will look at the long-term core fundamentals while investing in equities, says the founder & chief investment officer, Old Bridge Capital Management

The market sell-off has already captured a lot of bad news in the price. Businesses now trade at book value (BV) or significantly lower, which limits their downside

Interview with founder, Old Bridge Capital