Interview. $600mn Fund Manager on Great Businesses, Portfolio Construction, and Investing in India
The Synopsis · Speedwell Research, LLC
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Show Notes
This informative interview is with Ramneek Kundra, the Chief Investment Officer of DSP Pension Funds. In it we talk about investment philopsophy, portfolio construction and investing in the Indian stock market. You can learn more about DSP Pension Funds here.
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Show Notes
(0:00) — Investment Philosophy
(12:44) — A Great Business Ramneek Recently Found
(19:50) — Portfolio Construction
(24:27) — How to Treat the Market
(40:54) — Investing In Indian Stocks
(54:00) — Importance of Corporate Access
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Disclaimer
Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/