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Message Icon Topic: Samir Arora talks to the members of TheEquityDesk. Post Reply Post New Topic
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prashantmohta
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Quote prashantmohta Replybullet Posted: 27/Aug/2009 at 1:22pm
knowledge wise he is considered to be world class investor but he has to manage diversified mf or plain pms.
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deveshkayal
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Quote deveshkayal Replybullet Posted: 27/Aug/2009 at 1:49pm
SA has underperformed the Index this year. Also since inception of his fund in July'05, he has posted 10.5% CAGR which I think is not so great.

Edited by basant - 27/Aug/2009 at 2:25pm
"You don't need to be a rocket scientist. Investing is not a game where the guy with the 160 IQ beat the guy with a 130 IQ. Rationality is essential"- Warren Buffett
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rajnsharma
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Quote rajnsharma Replybullet Posted: 27/Aug/2009 at 9:34pm
my $0.02 on Buy and Hold Strategy
 
Buy and Hold strategy doesn't mean that we should hold on to overheated stock where next few years of growth is already priced in. The basic investment policy is to buy from pessimists and sell to optimists wheever they overshoot the limits. Samir Arora is no exception to this.Big%20smile
 
Regards,
Raj 
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basant
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Quote basant Replybullet Posted: 27/Aug/2009 at 10:11pm
I think we should read back the mandate of the fund a long short hedge fund cannot function under a blanket buy and hold mandate. Also he has been bullish on certain companies for the last few years on the trot. I am pretty much aware of that so assuming that Samir is no more a buy and hold investor isn't correct but surely when there are redemptions in a fund and the markets fall the mandate of the fund and the demands of investors take over.
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rajeshn07
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Quote rajeshn07 Replybullet Posted: 29/Aug/2009 at 8:35pm
He has lost his aggressiveness (60 long 40 short ! etc ) In his recent interview in cnbc and in this thread too, he sounded very cautious.


Edited by basant - 29/Aug/2009 at 11:14pm
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kumardiwesh
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Quote kumardiwesh Replybullet Posted: 29/Aug/2009 at 8:38pm
That's the mandate of his fund.
He is restricted by the mandate.
A long/short hedge fund would generally outperform in bear markets and underperform in bull markets.
"History does not tell you the probability of future financial things happening" - Warren Buffett
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basant
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Quote basant Replybullet Posted: 29/Aug/2009 at 11:12pm
Instead of being unnecessarily judgemental we should be thankful to Samir Arora for having taken time out and answered all our questions one to one. The debate should be specific to his investing strategy vis-a-vis sectors, concentration, analytical tools, his experience on long term portfolio building strategies etc rather then on his becoming cautious when he has clearly mentioned the expectations from a hedge fund manager as an opening remark to his article.

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smartcat
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Quote smartcat Replybullet Posted: 29/Aug/2009 at 11:46pm
One thing I'm confused about now is the definitiion of a hedge fund. Aren't hedge funds supposed to be super-aggressive, jumping into a market with a billion dollars and moving out with 2 billion after 1 year? Isn't that the reason why some countries frown upon hedge funds?
 
 
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