As the Chief Investment Officer at PGIM India Mutual Fund, Vinay Paharia manages assets of around Rs 20,300 crore across nine equity and hybrid schemes.
In this interview, watch him share what fund management changes he has made at the fund house, the reasons for the underperformance in some funds and much more!
#EquityManagement #investmentstrategy #financialmarkets #mutualfunds #expertinsights #marketanalysis #portfoliomanagement #investing #finance #VinayPaharia #PGIMIndiaMutualFund #InvestmentStrategies #MutualFunds #EquityInvesting #Finance #InvestingPhilosophy #MarketInsights #AssetManagement #BullMarket #BearMarket #GARPInvesting #FinancialMarkets #PortfolioManagement
Chapters:
00:09 Introduction
00:23 You've been in the finance industry for over two decades. What sparked your interest in equity investing?
02:18 You've evolved from an equity research analyst to a fund manager. Reflecting on your analyst days, could you share a couple of key lessons that really stick with you in your role today?
05:17 Starting in 2002, you've weathered bull markets and global crises early on. What key insights did those experiences leave you with?
10:01 How would you describe your personal investing style? Are there specific types of stocks or situations that really catch your eye?
14:36 You were the CIO at Union Mutual Fund before PGIM Mutual Fund. What motivated the switch?
15:39 At PGIM India Mutual Fund, managing equity and hybrid strategies across 10 schemes sounds like a massive task. How do you and your team tackle it?
19:44 You've been with PGIM Mutual Fund for about a year now. Have you made any major changes to the research or stock selection process?
21:21 Some of your equity funds have seen performance dips recently. How are you planning to steer them back to prominence?
27:10 At a P/E ratio of around 44, PGIM India Midcap Opportunities Fund has the most richly valued portfolio among its peers. How much do the current market valuations worry you?
31:31 Given the current scenario in the market, which sectors or themes are attractive today?
34:00 Do you believe there is a froth in the mid and small segments of the market?
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#AskVR #ValueResearch #sensexniftyindex #nifty #sensex #Investment #SIP #FinancialPlanning #mutualfund #mutualfundssahihai #InvestmentStrategies #SmallCapInvesting #CorporateGovernance #ExpertInterview #MarketInsights #FinancialExpert
In this interview, watch him share what fund management changes he has made at the fund house, the reasons for the underperformance in some funds and much more!
#EquityManagement #investmentstrategy #financialmarkets #mutualfunds #expertinsights #marketanalysis #portfoliomanagement #investing #finance #VinayPaharia #PGIMIndiaMutualFund #InvestmentStrategies #MutualFunds #EquityInvesting #Finance #InvestingPhilosophy #MarketInsights #AssetManagement #BullMarket #BearMarket #GARPInvesting #FinancialMarkets #PortfolioManagement
Chapters:
00:09 Introduction
00:23 You've been in the finance industry for over two decades. What sparked your interest in equity investing?
02:18 You've evolved from an equity research analyst to a fund manager. Reflecting on your analyst days, could you share a couple of key lessons that really stick with you in your role today?
05:17 Starting in 2002, you've weathered bull markets and global crises early on. What key insights did those experiences leave you with?
10:01 How would you describe your personal investing style? Are there specific types of stocks or situations that really catch your eye?
14:36 You were the CIO at Union Mutual Fund before PGIM Mutual Fund. What motivated the switch?
15:39 At PGIM India Mutual Fund, managing equity and hybrid strategies across 10 schemes sounds like a massive task. How do you and your team tackle it?
19:44 You've been with PGIM Mutual Fund for about a year now. Have you made any major changes to the research or stock selection process?
21:21 Some of your equity funds have seen performance dips recently. How are you planning to steer them back to prominence?
27:10 At a P/E ratio of around 44, PGIM India Midcap Opportunities Fund has the most richly valued portfolio among its peers. How much do the current market valuations worry you?
31:31 Given the current scenario in the market, which sectors or themes are attractive today?
34:00 Do you believe there is a froth in the mid and small segments of the market?
Got an investment-related question?
➡️Post it on our 'Ask Value Research' page -- https://vro.in/askvr.
You can use our Premium service https://vro.in/prem/ for exclusive analysis, guidance, and customised recommendations.
If you are wondering how to get started with stocks or an experienced investor trying to add a new source of investing ideas to your portfolio, go to Value Research Stock Advisor at https://www.valueresearchstocks.com/. It has everything you need on stocks.
We are also on:
Website: https://www.valueresearchonline.com
Twitter: https://twitter.com/ValueResearch
Facebook: https://www.facebook.com/ValueResearch
Instagram: https://www.instagram.com/valueresearch
Spotify: https://open.spotify.com/show/5da8Mxc4mCkZljThKy8J7H
#AskVR #ValueResearch #sensexniftyindex #nifty #sensex #Investment #SIP #FinancialPlanning #mutualfund #mutualfundssahihai #InvestmentStrategies #SmallCapInvesting #CorporateGovernance #ExpertInterview #MarketInsights #FinancialExpert
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