3 minute read
Do you know the answer to the Arbitrage funds vs Debt funds debate?
3 minute read
Arbitrage Funds – Behind the Returns
Honestly, this is a category which I have not completely understood for a long time. So for the last few weeks, I have been trying to research and improve my understanding of the category. This post is an attempt to share my perspectives on this category. Backdrop Arbitrage funds pre-tax returns historically has been very close … Continue reading Arbitrage Funds – Behind the Returns
Figuring out a simple do-it-yourself framework for short term investing
(3 minute read)
Real Estate, My Mom and Mr Charlie Munger
I had written an earlier post here on how real estate markets have become very expensive (especially in Chennai) and the need to be cautious. As expected and oblivious to whatever I write, the usual pressures from my family to buy a home continues and lectures on real estate from my mom have become a … Continue reading Real Estate, My Mom and Mr Charlie Munger
Here’s why I don’t invest in credit funds
In our earlier post here we figured out that: In credit funds, the real issue is not about credit risk , it's about liquidity risk !! There are two fund management organizations - IDFC MF and Axis MF, who have also communicated their views on credit funds. Let's read them and see if we can get some additional perspectives. … Continue reading Here’s why I don’t invest in credit funds
The Eighty Twenty Investor 