The Globe and Mail reports in its Tuesday edition that Ben Watsa is ending the summer on a high note with his India-focused Marval Guru Fund, which he launched in 2019. The Globe's Andrew Willis writes that the fund has achieved a 24.3-per-cent annual net return over the past five years and is among Canada's top-performing institutional funds, consistently ranking in the top tier for the past 10 months. Mr. Watsa, son of Fairfax Financial Holdings founder Prem Watsa, established Toronto-based Marval Capital after two decades in finance, including 11 years at Lissom Investment Management. He is also chair of Fairfax India Holdings and a director at its Toronto-based parent, Fairfax. In Fairfax's 2024 letter to shareholders, Prem Watsa said his son would become chair of the insurance and asset management company when he departs. Ben Watsa's approach to investing in India changed after President Donald Trump imposed tariffs. He says: "Tariffs didn't force us to rewrite the playbook -- they amplified why we already overweight India. ... This has turned the 'China Plus One' strategy from an option to a mandate for multinationals. ... U.S. tariffs have created abundant opportunity for India as global supply chains reroute."