EPISODE · Jan 20, 2025 · 46 MIN
Mastering Value Investing: Insights from PPFAS Fund Manager Raunak Onkar
from Value Research · host Value Research
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
What this episode covers
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
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Mastering Value Investing: Insights from PPFAS Fund Manager Raunak Onkar
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