Will invest in firms focused on make in India: True North's Ashish Bhargava

Bhargava says the firm had very few challenges in understanding businesses and investing during pandemic as young founders are comfortable having online discussion

Home-grown True North has been one of the most prolific private equity (PE) funds in terms of investment and exits during the pandemic. In an interview, partner Ashish Bhargava tells Raghavendra Kamath the fund manager is looking to invest more in the digital space and firms focused on the Make in India theme. Edited excerpts:
 
Which are the sectors or themes you found attractive in the past 18 months?
 
Two or three things we are seeing. One big trend is around digitisation. There are many firms born digital or large firms becoming digital. In both cases they need