To subscribe to our emailers, all you have to do is fill in these basic details and click the Submit button. You will start receiving regular mails from Wealth Forum updating you on fresh content on our site.
Manish Lodha describes his style as growth – but with apenchant to look for re-rating opportunities and not just long termcompounders. He is very valuation focused and nimbly navigates the market’ssector rotation bias to his advantage.
Mahindra Multicap Fund hit a speed bump in FY23 after manystrong years of performance. Manish describes some of the calls that didn’t goright, some calls where he was a bit early and markets are now rewarding thosesectors and portfolio re-alignment he has effected to bring the fund back toits winning ways.
Even as one may remain constructive on some sectors for thelong term, it is important to understand the market’s bias for sector rotationand align portfolio strategy to nimbly harness this to drive alpha.
Capital goods and IT are two sectors Manish is bullish onnow and is also adding into healthcare after its steep correction.
Good
