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Overview

Numerous misconceptions are held about investing in mid-cap stocks in India. As a result, many investors avoid this market, incurring high opportunity costs. Why do “successful” mid-cap ideas outperform? Is it possible to mitigate the impact of inevitable stock-level mistakes on mid-cap portfolios? Why is liquidity consideration crucial in mid-cap investing? This webinar provides answers to these and other questions and offers practical insight on approaches to investing in Indian mid-cap equities.

Learning outcomes:

  • Learn how to interpret and explain mid-cap valuations.
  • Understand the sources of risk and return for mid-cap stocks.
  • Discuss how to prevent accidents that arise out of pockets of illiquidity.

This is the archived version of a live webinar that took place on21 October 2021

About the Speaker(s)

Harshad Patwardhan Picture
Harshad Patwardhan CFA

Harshad Patwardhan graduated from Indian Institute of Technology, Bombay, and completed his postgraduation work at the Indian Institute of Management, Lucknow. He is a CFA® charterholder with more than 27 years of experience in investment research and portfolio management. Patwardhan was the CIO of Equities at JPMorgan Asset Management for more than a decade and continued as the CIO of Equities for Edelweiss Asset Management after the schemes changed hands in 2016. At JPMorgan Asset Management, he was a part of the offshore investment team. He runs a wide range of mandates, including mid-cap and small-cap funds. He has managed his mid-cap fund for more than 13 years since its inception. Before joining the buy side, he worked for more than 12 years on the sell side with various multinational corporation brokerage firms and has been a rated research analyst by several large and prominent foreign institutional investors. He believes that the first-hand experience of covering stocks/sectors and interacting with experienced fund managers has proved extremely valuable for his investment management career. When not occupied with work, Patwardhan loves to swim and read about a wide range of topics.

Shreenivas Kunte
Shreenivas Kunte CFA, CIPM

Director, Professional Learning and Advocacy, CFA Institute
Shreenivas Kunte is a director of continuing education and advocacy at CFA Institute. In this role, he contributes to thought leadership in the investment management profession. He writes on investing topics in leading publications and represents CFA Institute at conferences and forums. Shreenivas serves as an external research scholar at the Indian Institute of Technology Bombay. Previously, he worked as the country trading strategist for Citi in Tokyo, Japan. He holds a degree in computer engineering from the University of Mumbai.