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'Invest with a plan and time'

Alroy Lobo, Chief Strategist & Global Head-Equities, Kotak AMC, tells us his investment mantra and advises on which stocks to go for.

Alroy Lobo | Print Edition: December 13, 2007

Alroy Lobo
Alroy Lobo

Past positions: Worked with the Kotak group for the past 14 years in various capacities.

Investment mantra: Follow a thematic approach that looks at the business, management and valuation before investing.

Best call over the past few months: Manufacturing (industrial sector), infrastructure, financial and commodities sectors.

Worst call over the past few months: We lost out on few holdings in dollar-sensitive stocks and sectors.

Top picks right now: Infrastructure and financial sector over the next five years.

Advice to small investors: Don’t get carried away with market movements; invest with a plan and time horizon.

Worst mistake small investors make: Trying to time market momentum that one can never predict.

Kotak 30 fund

Alroy Lobo, Chief Strategist & Global Head-Equities, Kotak AMC

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