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The Wright Brief — March 2026

by Sonam Srivastava

Published On March 4, 2026

In this article

The month in the portfolios: allocation changes, factor performance and the macro read ahead.

This edition of the Wright Brief is published as a PDF for our investors. It covers the portfolio changes we made over the period, the factor performance behind them, and how we are positioned going into the weeks ahead.

What this edition covers

  • Portfolio changes across the PMS and smallcase strategies, with the reasoning behind each.
  • Factor performance — momentum, quality, value and low volatility — over the period.
  • The macro backdrop we are positioning against.

Read the full edition (PDF) →

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