Tahnoon Pasha – Building Long/Short Hedged Portfolios with Your Trusted Team

Tahnoon Pasha grew up in the United Kingdom and the United Arab Emirates. He has a Bachelor of Business Administration and an M.B.A. from the University of Karachi, Pakistan. He is a chartered financial analyst and has been a member of the CFA Institute since 1995. He is based in Spencer Stuart’s Singapore office and is a member of the firm’s Financial Services Practice. Before Spencer Stuart, Tahnoon was the co-founder and the chief executive officer of Cynopsis Solutions. He also served at Aviva Investors as CEO of both the Asia Pacific regional hub in Singapore and the equity and fixed income businesses in the region. And for some years, Tahnoon worked as head of regional equity investments for MFC Global Investment Management (Asia). With nearly three decades of experience in the investment management industry, Tahnoon specializes in financial services searches, working with a range of clients in the asset management, insurance and sovereign wealth sectors in Southeast Asia. Get to know Tahnoon as he unveils what he considered his worst investment ever. Understand why it is very crucial to be cautious about your level of conviction to a particular sector or trade, and why it is very crucial to work with the right team that you can trust and will speak truth to you and that will help you become a better investor.   “I think the mistake was the level of conviction I invested in that particular trade.” - Tahnoon Pasha What do you want to hear from the My Worst Investment Ever Podcast? Tell us here! Resources:  My Worst Investment Ever Book myworstinvestmentever.com Topics Covered: 00:45 – Summary of our guest’s educational and professional backgrounds 03:19 – Tahnoon narrates why he considers structural underweight in his portfolio his worst investment and the two important circumstances leading to it 05:54 – Explaining why it is hard to model the levels of return and the modeling perspective missed 10:25 – Summing up the remarkable lessons learned from his experience 12:00 – Andrew shares his takeaways 16:44 – One actionable advice from Tahnoon: “Surround yourself with smart people.  If you've got people around that you can trust and who will speak truth to you, you're going to be a much, much better investor. Don't try and do it alone.” 18:03 – Parting words from our guest Main Takeaways: Lesson 1: “First was that I misread the boom itself. The second was that I misread the effectiveness of the change in production models that had that boom based on outsourcing and contractual arrangements rather than on direct consolidated, centralized manufacturing.”– Tahnoon Pasha Lesson 2:...