House Voice • Mutual Fund Insight - Nov 2025

'Future alpha is in the interplay of models and managers'

Exclusive conversation with Raghav Iyengar, CEO, 360 ONE Asset

Exclusive conversation with Raghav Iyengar, CEO, 360 ONE Asset

Model-driven vs human-led portfolios? I don’t see this as a tug-of-war between algorithms and humans. The real opportunity lies in breaking that binary altogether. Models are brilliant at pattern recognition and bias removal but they’re also prisoners of the past. Fund managers can read emotion, leadership intent and market mood, which no dataset captures. We’re building a system where models train the managers, and managers train the models. In stable markets, data will lead; in volatile cycles, human judgment will override. That fluid interplay is where future alpha lives. Our edge won&rsq

This article was originally published on October 20, 2025.


Informed fund ideas, better judgment. Every month. Mutual Fund Insight, every month since October 2002.

Take charge. Know more. Keep more. Mutual Fund Insight helps you do all three — every month