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Bridge over ocean
21 October 2021 Multimedia

Practitioners' Insights: Investing in Mid-Cap Stocks

  1. Harshad Patwardhan, CFA
  2. Shreenivas Kunte, CFA, CIPM

In this webinar, Harshad Patwardhan, CFA, shared frameworks and best practices for investing in mid-cap equities.

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