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CoatTailing

Portfolio of Arohi Asset Management in India

This post is in continuation of my coat tailing series (see here)

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There was an interesting article on investor Baburaj Pillai in today’s ET.

He runs Arohi Asset Management, a fund based out of Singapore

It’s significant holdings in India as on 31 March,2014 as per Stock Exchanges is given below:

 

Symbol Entity # of Shares % Date End
MINDTREE AROHI ASSET MANAGEMENT PTE LTD A/C AROHI EMERGING ASIA MASTER FUND 496661 1.19 201403
TDPOWERSYS AROHI ASSET MANAGEMENT PTE LTD. A/C AROHI EMERGING ASIA MASTER FUND 529227 1.59 201403
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Video

How will the crisis in Iraq effect oil prices

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Links

Linkfest:June 17,2014

Some stuff I am reading today morning:

The costs and benefits of market timing (AswathDamodaran)

Baburaj Pillai-The recluse respected investor (ET)

Inflation and Iraq loom over markets (Mint)

Slow and steady,Mr.Modi (AndyMukherjee)

Real Estate and Price Anchoring (Subramoney)

Tax Planning for FY2014-15 (ApnaPlan)

Life lessons from former Citi CEO Sandy Weill (WSJ)

A Bazillionaire’s Guide to stress relief (MichaelLewis)

The Low Cost Funds Arm Race (MorningStar)

NGO Funding and Agitation Technology (MediaCrooks)

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Speeches

Mr.Ashishkumar Chauhan, MD BSE on Investment Outlook 2014

Disclosure:I am market making in BSE

 

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