Value Investing Lessons from managing 70,000 Cr+ AUM with Rajeev Thakkar | PPFAS Mutual Fund
Автор: Puneet Khurana, CFA
Загружено: 2024-04-26
Просмотров: 23911
Описание:
PPFAS Mutual Fund AUM grew 200X in the first 10 years of existence between 2013 to 2023, and it has more than doubled as of today. Over the period the flexi cap fund has given a return of 19% CAGR.
The man behind this stellar result is Mr. Rajeev Thakkar (CIO, PPFAS MF) and in this episode of Stoic Talks we got the opportunity to hear Rajeev's thoughts on :
1. Journey to 70,000+ Cr AUM
2. Does Size Impact Results?
2. Challenges with Activism in India?
3. Role of Regulatory changes in Alpha Generation?
4. Is Active Management Still Relevant?
We hope you enjoy the podcast/interview and don't forget to subscribe.
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