Amit took over the management of the fund in 2010 and has significantly outperformed the index since taking on the strategy. He views himself as global mid-cap growth manager. He searches in areas where he thinks he can find the best potential returns. What he wants to uncover are those companies where the management teams are undervalued and the business is in a high growth sector. Effectively he is looking for the next Netflix or Apple.
He talked about the short-term outcome and how the vaccine roll out will benefit areas like shopping, travel and eating out, and then medium-term concerns around vaccines, virus resurgence and then hyperinflation vs deflation. As a manager he needs to navigate around this, but his focus is long term and what the outlook is for the next 3 to 5 years…..read more