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Mastering Value Investing: Insights from PPFAS Fund Manager Raunak Onkar

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Manage episode 462044892 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.

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

982 episodes

Artwork
iconShare
 
Manage episode 462044892 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.

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

982 episodes

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