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ICICI Prudential's Anish Tawakley on Value Investing, Innovation, and the Barbell Strategy

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Manage episode 454252883 series 3488085
Content provided by Value Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Value Research or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Join Anish Tawakley, Co-CIO of Equity at ICICI Prudential AMC, as he shares his unique approach to equity investing in this insightful episode of the Money Masters Series. With an impressive background at McKinsey, Barclays, and Credit Suisse, Anish discusses his transition to fund management and his research-driven investment strategies. From the Barbell Strategy to the ICICI Prudential Innovation Fund, he breaks down how he identifies opportunities in high-quality growth companies, value investing, and innovation-led sectors. He also explores how cyclical calls, small-cap opportunities, and manufacturing trends in India shape his portfolio decisions. Don't miss this in-depth conversation on navigating markets, balancing growth and value, and positioning for long-term success! Hashtags:

#AnishTawakley #ICICIPrudential #ValueInvesting #BarbellStrategy #InnovationFund #IndianEquities #CyclicalCalls #SmallCapInvesting #ICICIPrudentialAMC #MoneyMastersSeries #EquityInvesting #GrowthAndValue #ManufacturingIndia

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Anish Tawakley, ICICI Prudential AMC, Value Investing, Barbell Strategy, Innovation Fund, Equity Investing, Small Cap Investing, Indian Stock Market, Market Cycles, Investment Strategy, Fund Manager Insights, Indian Manufacturing, Portfolio Management, Investment Trends, Money Masters Podcast, Growth vs Value Investing, Financial Podcast, Fund Manager Interviews, Research-driven Investing, India Economic Trends, Fund House Strategy

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982 episodes

Artwork
iconShare
 
Manage episode 454252883 series 3488085
Content provided by Value Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Value Research or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Join Anish Tawakley, Co-CIO of Equity at ICICI Prudential AMC, as he shares his unique approach to equity investing in this insightful episode of the Money Masters Series. With an impressive background at McKinsey, Barclays, and Credit Suisse, Anish discusses his transition to fund management and his research-driven investment strategies. From the Barbell Strategy to the ICICI Prudential Innovation Fund, he breaks down how he identifies opportunities in high-quality growth companies, value investing, and innovation-led sectors. He also explores how cyclical calls, small-cap opportunities, and manufacturing trends in India shape his portfolio decisions. Don't miss this in-depth conversation on navigating markets, balancing growth and value, and positioning for long-term success! Hashtags:

#AnishTawakley #ICICIPrudential #ValueInvesting #BarbellStrategy #InnovationFund #IndianEquities #CyclicalCalls #SmallCapInvesting #ICICIPrudentialAMC #MoneyMastersSeries #EquityInvesting #GrowthAndValue #ManufacturingIndia

Tags:

Anish Tawakley, ICICI Prudential AMC, Value Investing, Barbell Strategy, Innovation Fund, Equity Investing, Small Cap Investing, Indian Stock Market, Market Cycles, Investment Strategy, Fund Manager Insights, Indian Manufacturing, Portfolio Management, Investment Trends, Money Masters Podcast, Growth vs Value Investing, Financial Podcast, Fund Manager Interviews, Research-driven Investing, India Economic Trends, Fund House Strategy

  continue reading

982 episodes

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