We are seeing a market rotation from momentum to value on macro factors and internal market dynamics. Keys are to stay diversified, look for businesses with strong moats and that produce solid cash flow and compare to historical valuations. Favored themes are industry consolidation plays, mobile and Internet. In recent weeks there has been a
Rahul Narang, Senior Portfolio Manager
Rahul Narang is a senior portfolio manager for Columbia Management Investment Advisers, LLC. Mr. Narang joined the firm in 2012 and has been a member of the investment community since 1994.
Prior to joining the firm, Mr. Narang was a senior vice president at Robeco Investment Management. In that role, he assisted in managing a long/short equity portfolio with a concentration in technology, media, health care and retail companies. Previously, he was a portfolio manager at Apex Capital, Aesop Capital Partners and an assistant portfolio manager at Fullerton Capital Partners. Mr. Narang began his career as an equity research associate at JPMorgan.
Mr. Narang earned a B.S. in business administration from California Polytechnic State University.