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Do Not Chase Themes or Sectors

posted on 01 March 2017 by Sunil Jhaveri

Vijay (Managing Director, Wealth Forum) had asked me to pen my thoughts on different parameters for Equity scheme selections besides just the quantitative measures. Though I am not an expert on Equity Investing (though Asset Reallocation theme is now what readers relate me with; besides the Bond Markets), I will still give it a try to the best of my ability. To start with, I thought of addressing the issue of what we as Advisors should not fail prey to & thereby narrow our Horizon of Equity Scheme selections. If we do this successfully, half our job would be done. So let us start with What Not to Do rather than What One Should Do.