How to Sizing Your Investments

India historically has been very dependent on imported oil. That actually gave us comfort in having high rush exposure because Russia is a direct beneficiary. Our sizing is that whenever we buy anything is that if you're wrong, if you lose 50%, how would you impact the portfolio? What is the exit strategy? Can we exit these names? Whatever the methodology. We do try to scope out our exit strategies in some of these kinds of names or areas.