In today’s episode, Rusty and Robyn talk with Manish Khatta, President and CIO at Potomac Fund Management, Inc.

Manish is a quantitative analyst and a self-professed math geek. His love for mathematical algorithms and finance blossomed from what was supposed to be a summer job with Potomac before entering law school. Now, a lifelong Protomac employee, he continues to lead and share his expertise in quantitative trading systems.

Manish talks with Rusty and Robyn about conquering risks through tactical investing, the need for creative multimedia in finance, and insights on the future of the industry

"True tactical investing is all about approaching it with a risk mindset. Having the comfort level to exit positions, go to cash, raise cash when you need to be, but then also get back into the market when your signals turn." ~ @ManishKhatta

Main Takeaways

Buy high and sell higher, whatever the asset class. For quantitative investors, their strategy only involves looking at the price without external factors such as climate change, earnings, etc.
Conquering risk is all about avoiding the maximum drawdown. Clients must be educated about it so they can tolerate loss and comfortably go through it in the future.
There are two types of tactical investing: constrained and unconstrained. Constrained only deals with minor adjustments, while unconstrained is freer, without any limitations.
Giving easy access to updates and innovation about your company and the industry, in general, is helpful for retaining clients. Clients want honest, raw, and open truth about the investment process.

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2297-OAS-8/16/2021

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