Here is a fictitious conversation between an asset-manager and an asset manager’s regulator. Asset Management Association: Good Morning, Mrs. Regulator. R: Good Morning, please take a seat. AMA: Sir, our business is not profitable at all, we need some help. Regulator: Oh yes, the Sarkar was also telling me that we need to help you. […]

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There is nothing called a ‘Buy and Hold’. Repeat. There is nothing called a Buy and Hold in portfolio management. Whether it is a Warren Buffet, Peter Lynch, Vallabh Bhansali, Chetan Parikh, …..what sounds like B and H is actually active management. They buy shares and then follow the company through out its journey. In […]

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