Decoding Portfolio Strategy | In Conversation with Pankaj Tibrewal | Billionaire Investing Series
Автор: Billionz
Загружено: 2025-07-28
Просмотров: 953
Abhishek Goenka, Founder of Billionz and Host of the Billionaire Investing Series, talks to Pankaj Tibrewal, one of India's leading Fund Managers and Founder of IKIGAI Asset Manager. The conversation unpacked why many HNIs and Family Offices had shifted towards PMS and AIFs over traditional Mutual Funds—and when that decision made the most sense. They explored which investment styles—factor-driven, value-oriented, thematic, or blended—had proven most effective across different market cycles. The discussion highlighted the importance of understanding portfolio factor exposure as a tool for managing risk and enhancing returns. They also shared practical insights on how seasoned investors screened stocks, evaluated qualitative factors, identified red flags, sized positions appropriately, and set rebalancing triggers to maintain long-term portfolio discipline.
Доступные форматы для скачивания:
Скачать видео mp4
-
Информация по загрузке:
