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CFA Society India
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Anonymous
Conference Chair Gaurav Kaushik, Director – Client Relations, Kotak Private Banking, kickstarts the 6th Value Investing Pioneer Summit 2022 summit by giving an overview for the awaited day.
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The wait is finally over! Let’s start with our first session, “In Pursuit of Alpha” by Roshi Jain, Senior Fund Manager – Equity, HDFC Mutual Fund
Moderated by : Aarati Krishnan Consulting Editor, Business Line, Head of Investments and Insurance, Primeinvestor
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Roshi Jain says “Growth has two components – structural (large TAM, low penetration) and cyclical (economic cycle, industry cycle) ” at 6th Value Investing Pioneer Summit 2022
Session 01 | 6th #VIP | Gurgaon, Delhi NCR
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She adds, “The necessity of investing framework – brings consistency and discipline, which helps you stay on course. But a framework has to be built with own philosophy and conviction.”
Session 01 | 6th #VIP | Gurgaon, Delhi NCR
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Roshi Jain says, Build your OWN framework with your philosophy and conviction!
Session 01 | 6th #VIP | Gurgaon, Delhi NCR
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Fundamental investing sets the trend, and behaviour (technical ) investing accentuates it, says Roshi Jain @hdfcmf
Session 01 | 6th #VIP | Gurgaon, Delhi NCR
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Roshi Jain @hdfcmf reinforces her opening quote – Fundamental analysis is the bedrock on which behaviour is overlaid.
Mod: @AaratiKrishnan
Session 01 | 6th #VIP | Gurgaon, Delhi NCR
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Value vs Value traps – Let’s not equate CHEAPNESS with VALUE! Maybe it’s cheap for a reason, says Roshi Jain @hdfcmf
Session 01 | 6th #VIP | Gurgaon, Delhi NCR
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#Growth and #ValueInvesting styles should not be seen in silos. Sometimes growth is the factor that unlocks Value, says Roshi Jain, @hdfcmf
at 6th #VIPMod: @AaratiKrishnan
Session 01 | 6th #VIP | Gurgaon, Delhi NCR
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SoE or PSU – there is a dissonance between minority shareholders interest and owner. Hence sustainable value creation is questionable, says Roshi Jain, @hdfcmf
at 6th #VIPMod: @AaratiKrishnan
Session 01 | #VIP
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Roshi Jain, @hdfcmf
at 6th #VIP says, Diversification is part of the Investment framework and helps in Risk management.She further adds, Diversification is about uncorrelated bets. Having correlated stocks will not help in diversification!
Mod: @AaratiKrishnan
6th #VIP
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As per Roshi Jain, @hdfcmf, Position sizing should be based on risk appetite
Mod: @AaratiKrishnan
Session 01 | #VIP
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