Persistence Capital is a Category III Alternative Investment Fund ("Cat III AIF") focused on Indian equities. Our goal is to be the best in the business of picking stocks, and not the best in building a business around stock-picking.
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After every earnings season, we read everything across 500+ Indian listed companies — calls, letters, filings, footnotes — trying to figure out what actually changed and what was just noise.
Signal & Noise is our quarterly distillation of what we think matters.
Past Issues- Q4 FY2026April – June 2026Forthcoming
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