TVS Motor Company Ltd Institutional Investor Meeting Transcript
I hope all of you know about TVS.
We do, we do. We're minority owners across -- yes, maybe just to give you a brief introduction. So yes, Axiom, we're basically growth-focused equity investors. I'm a generalist across -- we have 2 emerging market strategies, call it, $10 billion in AUM across the two. We've been minority investors in TVS for some time. I'm a generalist, but I do cover TVS, if you will. So I'm familiar with the story. I've been following it for the better part of a year and certainly a lot of admiration for what's been going on with the firm recently. Obviously, very strong 2022 FY -- first half of 2023 FY, but excited to finally get a full team on the phone today and get a little bit more context around the story.
Since we have 45 minutes, it may be a good idea to go with your
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