Session 1 – IN PURSUIT OF ALPHA by ROSHI JAIN – Senior Fund Manager – Equity, HDFC Mutual Fund

Forums 6th Value Investing Pioneers Summit 2022 Session 1 – IN PURSUIT OF ALPHA by ROSHI JAIN – Senior Fund Manager – Equity, HDFC Mutual Fund

  • This topic has 12 replies, 1 voice, and was last updated 1 week, 2 days ago by Akshay Gupta.
Viewing 12 reply threads
  • Author
    Posts
    • #18846
      CFA Society India
      Keymaster
    • #18888
      Akshay Gupta
      Participant

      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.

      Attachments:
      You must be logged in to view attached files.
    • #18894
      Akshay Gupta
      Participant

      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

      Attachments:
      You must be logged in to view attached files.
    • #18897
      Akshay Gupta
      Participant

      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

      Attachments:
      You must be logged in to view attached files.
    • #18933
      Akshay Gupta
      Participant

      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

    • #18934
      Akshay Gupta
      Participant

      Roshi Jain says, Build your OWN framework with your philosophy and conviction!

      Session 01 | 6th #VIP | Gurgaon, Delhi NCR

    • #18935
      Akshay Gupta
      Participant

      Fundamental investing sets the trend, and behaviour (technical ) investing accentuates it, says Roshi Jain @hdfcmf

      Session 01 | 6th #VIP | Gurgaon, Delhi NCR

      Attachments:
      You must be logged in to view attached files.
    • #18938
      Akshay Gupta
      Participant

      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

      Attachments:
      You must be logged in to view attached files.
    • #18940
      Akshay Gupta
      Participant

      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

    • #18991
      Akshay Gupta
      Participant

      #Growth and #ValueInvesting styles should not be seen in silos. Sometimes growth is the factor that unlocks Value, says Roshi Jain, @hdfcmf
      at 6th #VIP

      Mod: @AaratiKrishnan

      Session 01 | 6th #VIP | Gurgaon, Delhi NCR

    • #18994
      Akshay Gupta
      Participant

      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 #VIP

      Mod: @AaratiKrishnan

      Session 01 | #VIP

    • #18995
      Akshay Gupta
      Participant

      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

    • #18996
      Akshay Gupta
      Participant

      As per Roshi Jain, @hdfcmf, Position sizing should be based on risk appetite

      Mod: @AaratiKrishnan

      Session 01 | #VIP

Viewing 12 reply threads
  • You must be logged in to reply to this topic.

Forums 6th Value Investing Pioneers Summit 2022 Session 1 – IN PURSUIT OF ALPHA by ROSHI JAIN – Senior Fund Manager – Equity, HDFC Mutual Fund