Portfolio Management 1:01. Presentation at IIM, Calicut. Some Key Concepts. Approaches to Portfolio Construction Top Down v/s Bottom Up Value v/s Growth Think of Cycles… nothing is linear Client Requirements Match Needs, Requirements and Abilities Risk Use Math & Computing as tools
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Presentation at IIM, Calicut
There is NO trade-off between Top- Down and Bottom up
Nature is cyclical, not linear!
In Reality, there is no distinction. Growth and Momentum are LongTerm/Short Term Value catalysts
“Most clients would rather have their fund manager fail conventionally than succeed unconventionally.”
— Marc Faber
Pvt. Banks / Pension Funds / Macro Funds/ Fund of Funds
Country Funds/ Mutual Funds
HNW / PMS / Absolute Return Funds/ “Hedge” Funds
Pvt. Bankers / Pension Funds / Macro Funds
BCA EMG MKTS
“Risk is something I manage between my ears.”
— Warren Buffett
Head of Research
Large Fund Manager
Even Larger Fund Manager
BUILD A CONSCIOUS LIFESTYLE !