Rajeev Thakkar (PPFAS) on overcoming Behavioral Biases in Investing | Know Your Fund Manager Ep-2

Rajeev Thakkar, the Chief Investment Officer at PPFAS Mutual Fund, shares what kind of investor he is and how he overcomes behavioral biases in investing. A Chartered Accountant, a Cost Accountant, and a CFA Charterholder by profession, he talks to us about his gurus, current team members, investment principles, and how he picks stocks for the portfolio. He also touches upon what investors investing in PPFAS Mutual Fund schemes can expect in terms of performance.  

Time Stamps
00:00 - 01:43 Coming up
01:44 - 02:45 Intro
02:46 - 07:09 Investor type
07:10 - 09:55 Guiding principles
09:56 - 18:42 How it started?
18:43 - 25:21 Lessons from Late Parag Parikh
25:22 - 26:32 Lessons from Warren Buffett
26:33 - 31:18 Equation with team members
31:19 - 34:53 Filters to selecting stocks
34:54 - 40:56 Investing style preference
40:47 - 43:39 Performance of the flexi fund
43:40 - 49:02 What to expect from fund?
49:03 - 50:29 Meditation practice
50:30 - 54:51 Managing across AUM levels
54:52 - 59:52 Day to day work
59:53 - 1:02:37 Netflix and books
1:03:00 - 1:08:52 Portfolio construction and foreign stocks
1:08:53 - 1:12:53 Key Managerial risk
1:12:54 - 1:14:58 Overcoming behavioural biases
1:15:01 - 1:18:32 Personal money goals

Links to Refer
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