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'Market discipline will create wealth'

Tridib Pathak, CIO, Lotus India AMC, shares with us his investment mantra and advises us on how to tackle the markets.

Tridib Pathak | Print Edition: November 1, 2007

Tridib PathakPast 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

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