Why Samir Arora will continue to avoid IT and commodities for now
“The secret of my longevity as a fund manager is that you do not overdo anything. From the ‘90s to now, every two, three years there is a new hero and then that fellow says I only do this and that time it is working and so he is followed and everybody likes his fund and then he disappears from the face of this earth by either being blown out, burnt out, fired, retired but mostly because that sub theme stops working.”