Category Archives: Financial Services

Investment Advice vs. Management – What’s Your Fancy?

Today it is virtually impossible for individuals to buy investment advice in a fiduciary framework, without paying for full-on investment management (traditional active management). Traditional active management is designed to take control of your assets away from you, and charge you more for it in the process. Mutual funds, hedge funds, as well as independent […]

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What is Risk? A Practical Perspective

You and I use the word “risk” frequently in our lives, without really thinking about its definition or knowing whether others around us think of it the same way as us. Not having a specific definition of risk might be acceptable in a non-financial setting; but when it comes to investing, it is critical to […]

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Watch the Video – Sundeep Bajikar on 5GQ

  Many thanks to Jake Taylor at 5GQ for creating this interview with me. Jake certainly does ask 5 Good Questions. Hope you enjoy it. Here are Jake’s excellent questions: 1. If you’re a generalist investor, do you have any business venturing into technology investments? Or are you setting yourself up for failure by venturing […]

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Watch the Video – Mohnish Pabrai

  Here are some of my takeaways from this wonderful talk given by superinvestor (value investor) Mohnish Pabrai last month (October 2016) to a classroom in China. Every minute of it is worth watching – it is both highly instructional as well as funny at times, and provides clues for why most active managers underperform/fail […]

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Are You a Mindful Investor? acteve vs. Traditional Alternatives

Do the following investment objectives or actions resonate with you? 1. Enrich your financial advisor through high fees and trading commissions 2. Cede full control of investment account to advisor for advisor to “do what she wants” with the account 3. Take comfort in a “black box” investment strategy, having faith that it works, perhaps […]

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Indexing vs. Concentrated Portfolio – What’s Right for You?

Indexing either via Exchange Traded Funds (ETF) or via Robo Advisors is a trend in focus these days, for good reason – the traditional alternative (i.e. mutual funds) has not delivered satisfactory results for the fees charged. So picking indexing ETFs over mutual funds might seem like an easy (and the right) choice for you. […]

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Interview on Beyond Quant Invest Training

Click on the image below to see my interview on Beyond Quant’s website:       Disclosures and Disclaimer  

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Introducing acteve – active management redefined.

acteve LLC is a new type of investment advisory firm which focuses on just the function that individual investors (and many professional investors) would find difficult to accomplish on their own – that is portfolio construction and monitoring based on a disciplined, consistent and patient process for bottom-up stock selection. acteve delivers this function through […]

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Institutional vs. Retail – What You Need To Know

Within the financial services industry, professionals commonly distinguish between two broad classes of services – Institutional vs. Retail. “Institutional” refers to institutions like hedge funds, mutual funds, pension funds, etc., i.e. a collection of demanding “sophisticated” investors, who are assumed to know how different financial products are supposed to work. In the chart below, everything […]

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acteve Model Portfolio

The acteve Model Portfolio (aMP) is an actively managed concentrated value portfolio. In the aMP, every aspect of the portfolio is controlled in order to accomplish the stated goal – One example of an investment goal would be to outperform the market (e.g. S&P 500 index) over rolling 5-year periods. Controlling the portfolio involves two […]

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Equity Research for the Technology Investor - Value Investing in Technology Stocks