Welcome to the 4th episode of the Know Your Fund Manager series. In this episode, we have Shridatta Bhandwaldar, Head of Equities at Canara Robeco Mutual Fund.
The fund house mainly follows a four-point checklist to build portfolios. It includes analyzing earnings potential, capital efficiency of the businesses, quality of the management, and valuations. When asked about the style of the fund house, Shridatta says it is a blend of growth and value styles of investing. The growth of the stock becomes of paramount importance to a large extent in their portfolios. When it comes to valuations, Shridatta mentions that their focus is not on traditional metrics such as P/E and P/B values but on the intrinsic value of the businesses.
Tune in for an insightful conversation with Shridatta Bhandwaldar to understand what to expect when investing in the funds of Canara Robeco Mutual Fund.
Time Stamps
00:00 - 0:41 Upcoming
0:42 - 1:48 - Intro
1:49 - 3:36 - Engineer to Fund Manager
3:37 - 9:33 - 4-point checklist
9:34 - 13:51 - Investing in New Age Companies
13:52 - 19:35 - Perspective on Valuations
19:36 - 22:53 - Style Alignment with Other Fund Managers
22:54 - 30:22 - What to Expect Investing in CR Funds
30:23 - 31:29 - Underperformance
31:30 - 35:20 - Behavioural Aspects of Investing
35:21 - 39:12 - Continuity of Investment Style
39:13 - 41:04 - Hiring Team Members
41:05 - 44:58 – Rapid Fire
Links to Refer
Learn more about Mutual Funds here: https://zerodha.com/varsity/chapter/introduction-to-mutual-funds/
Other Important Links
You can put your stock market knowledge to the test by taking the Varsity Certification test here: https://zerodha.com/varsity/certified/
Open Zerodha Account - https://zerodha.com/open-account?c=ZMPVAR
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Beginners Guide to Personal Finance
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