Economically Yours S02E02
Speaker: Naveen Chandramohan, Founder & Fund Manager, ITUS Capital | Ex - Lehman Brothers, Nomura, Oracle Capital  
Co-Hosts: Charmi Shah & Darshan Joshi
Braved the 2008 crash and the pandemic, Mr. Naveen Chandramohan has a lot of experience to share with you all through which he guides the future path the country is poised to take in the coming 5 years. He vividly remarks that on September 15th, 2008, a board member of Lehman Bros stepped on the trading floor and exclaimed, ‘We will survive’ when it’s price was already trading at $4.50. The rest is history as we all know but our guest speaker has taken all the positives from the same. He joined various firms like Nomura, Oracle Capital and Hutchin Hill where he was the fund manager of India focused funds. Moreover, he was awarded the best fund manager for 3 years in row (2012-14). The accolades kept coming until he returned to India and started ITUS Capital in February 2017. It outperformed the industry benchmark by 55% in the first year itself and continues to be one of the top performing funds in the country.
He speaks about the pivotal changes through policies that the country has witnesses in the last 5 years. Manufacturing, infrastructure and consumption are some of the opportunities that exist for us as he rightly claims that ‘there is going to be growth amid the chaos’.
From frustration to opportunity, from a senior analyst at Lehman Brothers to being a founder and fund manager at ITUS Capital, Mr. Naveen Chandramohan has carved out all his learnings from his professional career in today’s episode.
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