Read About Wright Brief
Factor Regime Compass — June 2026
by Sonam Srivastava5 min read
Where each factor sits in the current regime, and how the portfolios are positioned against it.
Momentum & Quality Note — April 2026
by Sonam Srivastava5 min read
Momentum cooled and quality carried the portfolios. What changed in the book, and why.
Top-up Note — March 2026
by Sonam Srivastava5 min read
Our thinking on adding to positions at these levels, across the PMS and smallcase portfolios.
The Wright Brief — March 2026
by Sonam Srivastava5 min read