Arvind Sachdeva has been associated with 13D since 2012 and is the firm's Chief Market Strategist. Previous to joining 13D, Arvind has had over twenty-seven years of broad investment management experience. He began his career at Carillon Advisers, where he spent eight years as a Portfolio Manager.
Following that, he transitioned to Dean Investment Associates where after two years, he was promoted to Director of Research and Chief Investment Officer, positions which he served in for over five years, managing over four billion dollars for private individuals and institutional clients.
In 2000, Arvind joined Victory Capital Management, where he was a member of the Asset Allocation Team, Industry Weighting Team, and Financial Services and Capital Goods Sector Teams. Within three years, he was named as the Lead Portfolio Manager and Chief Investment Officer of the Large Capital Value Strategies and the firm’s Focused Value Strategy. At yearend 2010, the Focused Value Strategy was ranked in the top one percentile for the one, three, and five year periods by eVestment Alliance.
Arvind earned his Bachelor’s degree from Georgia State University in Risk Management and has been a Chartered Financial Analyst charter holder since 1993.
WATMTU - January 17, 2021
Summary
1. The price-action in the global equity markets indicates a momentous shift in capital reallocation could be just getting started.
2. Gold’s consolidation is again testing the March uptrend-line.
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1. The price-action in the global e...
moreWILTW - January 14, 2021
As we have written regularly since September, this shift presents an explosion of opportunities across a wide range of markets. The reversal in the decade-long, massive capital-concentration in the U.S. equity markets will likely lead to a sustained ...
moreWATMTU - January 10, 2021
Summary
1. The markets are not prepared for a significant further rise in long-term Treasury yields.
2. Yet another peculiar selloff in gold and silver.
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1. The markets are not prepared for a significant further rise in long-term Treasury yi...
moreWILTW - January 7, 2021
Since last September, we have made the case for the return of inflation and a shift away from the winner-take-all leadership of the last decade. We made the case that the new winners would be metals and mining, small-caps, emerging markets, commodit...
moreWATMTU - December 20, 2020
Summary
1. It’s hard to find a long-depressed market or indicator that has not advanced above the key 2008 or 2011 downtrend-line. Developed and emerging-markets equities in the greater-Asia region appear poised to attract a sizeable share of the re...
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