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Microsoft, Amazon stocks as value picks: why Rajeev Thakkar of PPFAS Mutual Fund still bets on them

PPFAS Mutual Fund focuses on value investing, offering Indian investors a geographically diversified portfolio. But its fund manager Rajeev Thakkar is in the spotlight for adding Microsoft to his portfolio as a value pick, a stock many find relatively expensive. Has PPFAS moved its focus from value to growth? No, says Thakkar, asserting that value is a misunderstood term globally.
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6 Jul 2020 14 Mins Read 3 comments
Rajeev Thakkar, CIO, PPFAS. Image credit: PPFAS
Rajeev Thakkar, CIO, PPFAS. Image credit: PPFAS
In the Indian mutual funds industry, Rajeev Thakkar has been pioneering and trailblazing — in many ways. In 2013, the veteran fund manager at PPFAS Mutual Fund gave many Indians a geographically diversified portfolio — the best value picks in the Indian and the US stock markets. Thakkar was among the first fund managers in India to adopt this strategy.
kind of investment opportunities he goes after. “As business trends develop, given that most of the focus is towards digital, our portfolio is also incorporating a larger portion of those kinds of businesses,” he says. Thakkar’s approach to value investing will be tested in India — and abroad — in these tumultuous times. ( Graphics by Sadhana Saxena)
In the Indian mutual funds industry, Rajeev Thakkar has been pioneering and trailblazing — in many ways. In 2013, the veteran fund manager at PPFAS Mutual Fund gave many Indians a geographically diversified portfolio — the best value picks in the Indian and the US stock markets. Thakkar was among the first fund managers in India to adopt this strategy. kind of investment opportunities he goes after. “As business trends develop, given that most of the focus is towards digital, our portfolio is also incorporating a larger portion of those kinds of businesses,” he says. Thakkar’s approach to value investing will be tested in India — and abroad — in these tumultuous times. ( Graphics by Sadhana Saxena)

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