If there is one fund manager who has grabbed the attention of investors over the last 10 years, it's Rajeev Thakkar of PPFAS Mutual Fund.
Rajeev walks his own path...which often turns out to be contrarian. His decision to invest in international stocks way back when, was only one such move. Then there were numerous other moves related to stock specific and sector bets.
The key is that over time, the outcome of his investment approach, which he calls first-principles investing, has worked out super well.
Talking to him was a delight. I hope you make the time and listen to the entire episode.
Rahul Goel, CEO of Equitymaster, learned the values of honest, independent research very early in life. He first joined Equitymaster in 1995 as an intern. He was then part of the team that published the Quantum Stock Market Yearbook (later the Equitymaster Stock Market Yearbook). After a break to get a double postgrad in finance, Rahul came back to Equitymaster in 1999, and has since served in several roles. He was responsible for building the research effort at Equitymaster. In 2008, he took charge as the CEO of Equitymaster.
Equitymaster requests your view! Post a comment on "Rajeev Thakkar on First Principles Investing". Click here!
Comments are moderated by Equitymaster, in accordance with the Terms of Use, and may not appear
on this article until they have been reviewed and deemed appropriate for posting.
In the meantime, you may want to share this article with your friends!