We Anticipate And Recognise Change Early
Samir Arora, chief investment officer, Alliance Capital is reckoned as one of finest fund managers in the country. A mechanical engineer form IIT Delhi and MBA from the Wharton School, Arora has been with Alliance Capital since 1991. Based in Singapore, Arora is also the portfolio manager for Asian Emerging markets. He spoke to Capitalideasonline.com about his investment philosophy and experiences.
Excerpts:
Could you start by telling us about your basic investment philosophy?
Well, we really aim to anticipate and recognise change early. Perhaps the maximum amount of money is made early in the cycle, when there is maximum change in, let