PPFAS’s Investing Team Talks Genesis Strategy, Global Calls And Diversification
This core philosophy has remained steadfast, evolving only to embrace global opportunities, while maintaining a concentrated focus on their flagship flexi-cap scheme. The PPFAS investment philosophy is not about chasing fleeting market highs, the team says, it’s a marathon, not a sprint, according to Thakkar.
“What matters to us is downside protection, compounding and finally returns over a cycle,” Thakkar explains. Their focus isn’t rigidly fixed on beating the index, acknowledging that sometimes they might, and sometimes they might not. Instead, it’s about diligent research and taking on opportunities when they arise.
“Basically for cash calls, we look for opportunities. It is based on research, earnings and more developments,” he…
