DiscoverCFA Society India PodcastInvesting in Mid-Cap Stocks – Practitioners’ Insights | Podcast | Harshad Patwardhan, CFA
Investing in Mid-Cap Stocks – Practitioners’ Insights | Podcast | Harshad Patwardhan, CFA

Investing in Mid-Cap Stocks – Practitioners’ Insights | Podcast | Harshad Patwardhan, CFA

Update: 2025-12-04
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From our Archives: In this insightful session from CFA Society India’s Practitioners’ Insights series, Harshad Patwardhan, CFA, shares a deep dive into the world of mid-cap investing. Drawing on decades of experience, he explains why mid-caps can offer a compelling blend of growth and value, and how investors can navigate the unique risks and opportunities in this segment.

He discusses the evolution of the mid-cap universe in India, key drivers behind long-term wealth creation, and the importance of robust research, disciplined frameworks, and bottom-up stock selection. The conversation also covers market cycles, portfolio construction, valuation discipline, and how investors can differentiate between sustainable growth stories and short-lived momentum plays.

Do tune in to this interesting conversation.

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The Indian Association of Investment Professionals (IAIP), the India Society of CFA Institute, was established in Apr 2005 as an association of local investment professionals consisting of portfolio managers, security analysts, investment advisors and other financial professionals.


As one of the over 160 CFA Institute member societies, the IAIP connects local CFA Institute members to a global network of investment professionals. For the continuing up-gradation of knowledge and skills of members, IAIP conducts speaker events, workshops led by leading finance professionals.

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Investing in Mid-Cap Stocks – Practitioners’ Insights | Podcast | Harshad Patwardhan, CFA

Investing in Mid-Cap Stocks – Practitioners’ Insights | Podcast | Harshad Patwardhan, CFA

CFA Society India