Past positions: Was chief investment officer at DBS Chola Mutual Fund. Earlier worked as project analyst with IDBI and equity research analyst at UBS Securities.
Investment mantra: Superior performance can be achieved by disciplined stock selection, sound investing, and balancing risk and return.
Best call over the past few months: Banking sector.
Worst call over the past few months: Not selling cement stocks when the industry was having a pricing issue a few months ago.
Top picks right now: Banking, cement, FMCG and engineering.
Advice to small investors: Do not “time” the markets but invest for a longer period.
Worst mistake small investors make: Not following an asset allocation framework to decide how much to invest in each asset class.
By Tridib Pathak, CIO, Lotus India AMC
