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Rahul Diddi's six new international-focused Covestor models
Rahul Diddi is an investments and management consulting professional since 1990. Mr. Diddi's experience in the equities and debt brokerage industry, management consulting work on international development consulting assignments and banking helps identify unique investment opportunities. Mr. Diddi was educated in India, Russia (Engineering; Moscow) and the U.S. (MBA, Finance from Western Michigan University and Executive M&A training at The Wharton School of Finance). Mr. Diddi is fluent in Russian, Hindi & Punjabi.Mr. Diddi formed Diddi Capital Advisors Inc. as a boutique investment advisory firm specializing in Global & Emerging Markets Investment strategies.
The strategy of the firm is to take a value-investing approach to international and emerging markets investing. We follow a diversification strategy that allocates assets across regions and industries covered by individual strategies to manage risk.
The experience of the firm has been in investing in the emerging BRIC nations and frontier markets (Next-11 as identified by Goldman Sachs). The firm manages Covestor's Emerging Markets, BRIC, India Only, Russia Only, Diversified Global and High Yielding Bond ETF models.
The Emerging Markets model's strategy is:
To invest in a diversified pool of undervalued, U.S.-listed securities of companies based in emerging market economies. The portfolio may invest in stocks of individual companies, ETFs and closed-end funds (CEFs).
The BRIC model's strategy is:
To invest in a diversified pool of undervalued, U.S.-listed securities of companies based in the high growth economies of the BRIC nations (Brazil, Russia, India & China). The portfolio may invest in stocks of individual companies, ETFs and closed-end funds (CEFs).
The India Only model's strategy is:
To hold a diversified portfolio of U.S.-listed equities of Indian companies, U.S.-listed ETFs and closed end funds investing in India, and U.S.- listed international companies with significant exposure to India.
The Russia Only model's strategy is:
To hold a diversified portfolio of U.S.-listed equities of Russian companies, U.S.-listed ETFs and closed end funds investing in Russia, and U.S.-listed international companies with significant exposure to Russia.
The Diversified Global model's strategy is:
To invest in a diversified pool of undervalued, U.S.-listed securities of large-cap companies worldwide, including South Asia, the principal G-7 nations and emerging market nations. The portfolio may invest in stocks of individual companies, ETFs and closed-end funds (CEFs).
The High Yielding Bond ETF model's strategy is:
To generate a consistent 5-6% income using a diversified portfolio of bond ETFs and closed-end funds with a target rating of a low risk (single A) portfolio.
Frank on 2 Jun 2011
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