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Disciplined, Yet Adaptable |
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Author: Ticker Magazine
123jump.com
Last Update: 9:37 AM EST December 07 2007
Click here to view the detailed PDF version
 Harindra (“Harin”) de Silva |
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“Our edge is the ability to continuously innovate and come up with ways to incorporate all the new data into a pricing model, and then incorporate that into the ranking process and, ultimately, into performance.” |
| Old Mutual Analytic US Long Short Fund |
With the premise that investors’ focus changes over time, Harindra de Silva, the manager of the Old Mutual Analytic U.S. Long/Short Fund, believes that the challenge for modern managers is adapting to changes in a systematic way. Quantitative in nature, the fund’s core competence is weighting the various data factors to provide meaningful rankings. Then it utilizes its research both to hold the attractive stocks and to short the unattractive ones. |
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