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Mihir Patel serves as one of the senior partners, COO and CFO of The KPK Group. In addition to managing the daily operations of The KPK Group, Mihir works with his partners to form macroeconomic views of the markets for proper client portfolio allocation. He also employs the short-term trading strategies for clients in global capital markets. Mihir spent the first 10 years of his career as a client associate and financial advisor at Merrill Lynch & Co. before joining Morgan Stanley in 2011 as a managing director. He has completed his Certified Financial Manager and Certified Market Technician charters. He is a graduate of The University of Richmond, where he received his bachelor’s degree in business administration with concentrations in finance and economics. Mihir lives with his wife, Kristy, in the West Village in New York City.
Can active management continue to improve?
The active versus passive debate has been front and center for most of the past 10 years. Flows to passive investments have intensified, while active management has largely fallen out of favor. According to Morningstar, $1.2 trillion has gone into passive mutual funds and exchange-traded funds (ETFs) since 2007. This imbalance has been exacerbated by […]
What opportunistic approach may work best for implementing active and passive strategies?
While there is little disagreement that equities are a cornerstone of most investment portfolios, fierce controversy continues over how best to gain exposure to the asset class. Many have argued for the superiority of either actively or passively managed equities, usually preferring one over the other as structurally better and deserving of a full allocation. […]
