Bank stocks are looking a bit rough after bond yields declined even more on Monday. However, Lee Ainslie’s Maverick Capital sees opportunity in one particular country’s banking industry: India. In his second-quarter letter to investors, Ainslie presented commentary from Andrew Warford on their positions in a pair of Indian banks.
Q2 hedge fund letters, conference, scoops etc
Warford noted that some may question why Maverick appeared to be pitching a geographic macro theme, but that really wasn’t the case.
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