Kenneth Andrade on Beating Bear Markets | Flexicap Fund Insights & 30+ Years of Investing
Автор: Sonia Shenoy
Загружено: 2026-03-18
Просмотров: 16681
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On this episode of The Money Mindset, we spoke to market veteran Kenneth Andrade. Kenneth is the Founder and CIO of Old Bridge Capital Management, one of the pioneers of midcap investing in India
Kenneth has over 30 years of experience in portfolio management and investment research
in his earlier stint at IDFC AMC , Kenneth had delivered a CAGR growth of 22.3% over the ten-year period in IDFC Premier Equity Fund as CIO in IDFC AMC
He joins us to talk about the market and the current environemtn, old bridge amc has also launched a flexicap fund at an interesting time in the market when there is a bear market. We spoke about all that and more .
This episode was shot on 26th February 2026.
#finance #stockmarketindia #nifty
0:00 Intro
2:04 Future of markets
4:47 AI & changing landscapes
7:12 Current market view
13:38 Tech story over for investors?
16:20 Advice for investors
20:07 Flexi and focus fund
23:57 Thoughts on Individual stocks?
27:30 Pharma's potential?
30:34 Response to focus fund criticism
33:22 Managing funds
34:53 Behavioral changes?
36:56 Base learnings & fears
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