Fairfax India Hldgs Corp (FIH.U) - Wednesday, Dec 13, 2023
Investment in Fairfax India provides discounted opportunity with growth potential, specifically through ownership in Bangalore airport
August Themes and Thematic Portfolio Review
We review overall market performance, our investment themes, highlighting additions and substractions in the thematic portfolio.
February Themes and Thematic Portfolio Review
We review market performance, our investment themes, highlighting additions and subtractions in the thematic investment portfolio.
Fairfax India Holdings: Major Value Unlock Via BIAL IPO
FIH is not expensive. The current P/B of 0.6x compares to its five-year average of 0.8x. The two-year average pre-Covid was 1.06x. FIH is not...
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