This article is authored by MOI Global instructor Akhilesh Baveja, Lead Portfolio Manager at Arqaam Capital, based in Dubai.
What’s your style? Are you a value investor or a growth investor; a momentum investor or a contrarian investor?
Several times as a professional equity manager I have been thrown these questions by fund allocators; wanting to barricade you into one or the other category. Most often than not these allocators are very vary of the adhoc subjective style of investing, and could misconstrue a portfolio like mine with stocks ranging from P/E of 5x to 25x.
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About The Author: Akhilesh Baveja
Akhilesh Baveja is a Lead Portfolio Manager at Arqaam Capital Limited. Mr. Baveja is in its Public Securities Asset Management Division, with responsibility for all equity strategies. He has several years of experience managing Emerging Market Equities, of which the last twelve years has been covering the MENA region. Previously, he was the Lead Portfolio Manager at Charlemagne Capital until December 2017. Prior to that, he worked with Société Générale Asset Management and GLG partners.
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