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Mastering Value Investing: Insights from PPFAS Fund Manager Raunak Onkar

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Manage episode 462044892 series 3488085
Contenuto fornito da Value Research. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Value Research o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

How do India's top fund managers think about value investing? In this exclusive interview, Raunak Onkar, Fund Manager & Research Head at PPFAS Mutual Fund, shares his journey from an unconventional start in equity investing to managing the renowned Parag Parikh Flexicap Fund and ELSS Fund.

Raunak discusses key investment principles inspired by Warren Buffett and Benjamin Graham, portfolio strategies for navigating market cycles, and how PPFAS identifies emerging leaders amidst volatility. He also offers actionable tips for beginners on portfolio allocation, stock selection, and risk management.

Key Takeaways:

  • The art of portfolio construction and cash management
  • Lessons learned from industry stalwarts Parag Parikh & Rajeev Thakkar
  • Strategies for valuing companies and spotting market opportunities
  • How to approach portfolio allocation and avoid common investor pitfalls

If you're an investor looking to sharpen your strategy—whether you're a beginner or a seasoned pro—this episode is packed with valuable insights.

#ValueResearch #ValueInvesting #PPFAS #PPFASMutualFund #RaunakOnkar #MutualFunds #StockMarket #InvestingInsights #ParagParikhFlexicap #ELSSFund #PortfolioManagement #WarrenBuffett #BenjaminGraham #FinancialPlanning

  continue reading

964 episodi

Artwork
iconCondividi
 
Manage episode 462044892 series 3488085
Contenuto fornito da Value Research. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Value Research o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

How do India's top fund managers think about value investing? In this exclusive interview, Raunak Onkar, Fund Manager & Research Head at PPFAS Mutual Fund, shares his journey from an unconventional start in equity investing to managing the renowned Parag Parikh Flexicap Fund and ELSS Fund.

Raunak discusses key investment principles inspired by Warren Buffett and Benjamin Graham, portfolio strategies for navigating market cycles, and how PPFAS identifies emerging leaders amidst volatility. He also offers actionable tips for beginners on portfolio allocation, stock selection, and risk management.

Key Takeaways:

  • The art of portfolio construction and cash management
  • Lessons learned from industry stalwarts Parag Parikh & Rajeev Thakkar
  • Strategies for valuing companies and spotting market opportunities
  • How to approach portfolio allocation and avoid common investor pitfalls

If you're an investor looking to sharpen your strategy—whether you're a beginner or a seasoned pro—this episode is packed with valuable insights.

#ValueResearch #ValueInvesting #PPFAS #PPFASMutualFund #RaunakOnkar #MutualFunds #StockMarket #InvestingInsights #ParagParikhFlexicap #ELSSFund #PortfolioManagement #WarrenBuffett #BenjaminGraham #FinancialPlanning

  continue reading

964 episodi

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