Note: This interview was published in the January 2016 issue of our premium newsletter, Value Investing Almanack. To gain instant access to more such interviews and other interesting stuff on value investing and business analysis, click here to subscribe now.
Rajeev Thakkar possesses over 15 years of experience in various segments of the Capital Markets such as investment banking, corporate finance, securities broking and managing clients’ investments in equities. He is currently the Director and Fund Manager at PPFAS Mutual Fund.
Rajeev’s tenure at PPFAS began in 2001. His passion for researching and analysing the fundamentals of companies was evident from the very beginning and very soon he was heading the Research division at PPFAS. His responsibilities soon expanded as he was appointed the Fund Manager for the flagship scheme of the Portfolio Management Service, titled “Cognito” in 2003.
Rajeev is a strong believer in the school of “value-investing” and is heavily influenced by Warren Buffett and Charlie Munger’s approach. In his interview with Safal Niveshak, Rajeev shares his wide investment experience and how investors can practice sensible investment decision making.
Excellent work Vishal.
For me watching Rajeevji’s FOF sessions on youtube have been a major source of learning in my investing process.
He does not use very complex jargon and try to make things sound very simple. The clarity of thoughts is very appreciable.
Thanks it was a good read. The point on placing only limited reliance on free capital market in India is a very useful insight. Populism,political influence,judiciary,agitation can also have an impact on how well can one run his business /company in india.