Equity Markets Look Robust

Amitabh Mohanty, Fund Manager, Alliance MIP

Fund Manager since April 2002 Working with Alliance Capital since January 1999

Investment style
Very focussed on asset allocation mandates. Active style of portfolio management.

Best call(s)
Keeping equity allocation at a reasonably high level throughout 2002 and 2003.

Worst call(s)
Not cutting equity allocation sharply enough in 2000. The fund went through a rough phase when the equity markets tumbled.

Current outlook
Based on sound and strong fundamentals, the economy and the equity markets look fairly robust and should perform well in the next couple of years, although the spectacular performance of the last year will most likely not be repeated. Next couple of years will see yields rising in a very gradual and measured manner.
Who is your inspiration in the investment world?
Warren Buffett

Your favourite book
To Kill a Mocking Bird

Your favourite film
Lord of the Rings

What do you do in your free time?
Read, listen to music, and go on walks.

If you hadn't been a fund manager, what would you have been?
A teacher