In an episode of The Zurich Project Podcast, presented by MOI Global, Roshan Padamadan discusses topics related to temperament, worldly wisdom, and reaching one’s full potential.
Roshan talks about the importance of aligning your temperament as an investment manager with that of your clients. If alignment exists between a contrarian investor and clients, the latter are more likely to add assets in a time of market distress, enabling the contrarian manager to take advantage of attractive opportunities. Unfortunately, clients are typically more likely to redeem than to add assets during a downturn.
Roshan Padamadan is Fund Manager at Luminance Capital. Previously, he served as COO, Risk and Compliance officer at Sixteenth Street Capital, based in Singapore. Luminance Global Fund has a global unconstrained investment strategy, looking at special situations and deep value. Prior to launching Luminance in 2013, Roshan also spent more than seven years with the HSBC Group, including more than three years with HSBC Asset Management, as a Product Specialist. He worked for the highly commended Offshore Indian Equity team which ran US$5+ billion from Singapore, including a US$100+ million award-winning India hedge fund. Roshan has earned an MBA in Management from Indian Institute of Management, Ahmedabad. He holds the CFA, FRM and CAIA charters and speaks over five languages.
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