Hear out Mr. Madanagopal Ramu, Head – Equities & Fund Manager of Sundaram Alternates, delivering the Quarterly Update of the three PMS Investment Approaches offered by Sundaram Alternates for the First Quarter of FY 23-24.

In this episode, Mr. Madanagopal Ramu first explained in detail the sectors & stocks they invest in and how they contributed to the performance of their PMS Portfolios. He also explained their four major themes, and how they are positioned for a long-term perspective. 

Mr. Madanagopal then explained their investment principles, exit strategy, and Sundaram's Sectoral Outlook. Toward the end, he explained his outlook on the Global Economy, the Indian Economy, and the performance of the market in the upcoming quarters of FY23-24.

Subscribe to PMS Bazaar and gain access to in-depth data & analytics on over 400 PMS and 100+ AIFs.

Visit us: www.pmsbazaar.com

𝐃𝐨 𝐟𝐨𝐥𝐥𝐨𝐰 𝐮𝐬 𝐨𝐧 𝐨𝐮𝐫 𝐬𝐨𝐜𝐢𝐚𝐥 𝐦𝐞𝐝𝐢𝐚 𝐩𝐚𝐠𝐞𝐬:
𝐋𝐢𝐧𝐤𝐞𝐝𝐈𝐧 | 𝐓𝐰𝐢𝐭𝐭𝐞𝐫 | 𝐅𝐚𝐜𝐞𝐛𝐨𝐨𝐤 | 𝐈𝐧𝐬𝐭𝐚𝐠𝐫𝐚𝐦

Hear out Mr. Surjitt Singh Arora, Principal Officer & Portfolio Manager – PMS of PGIM India, delivering the Quarterly Update of the three PMS Investment Approaches offered by PGIM India for the First Quarter of FY 23-24.

 In this episode, Mr. Surjitt has shared a brief Introduction about PGIM India & its principles and explained their GARP (Growth At Reasonable Price) approach. Answering the questions of our host, Mr. Surjitt has briefed us about the three PMS Investment Approaches of PGIM India - PGIM India Core Equity Portfolio, PGIM India Phoenix Portfolio, and the recently launched PGIM India Equity Portfolio. Mr. Surjitt explained the Investment Philosophy, Investment Process, Portfolio Attributes, and Performance for the Quarter ending on June 30, 2023, of all three PMS Investment Approaches.

Subscribe to PMS Bazaar and gain access to in-depth data & analytics on over 400 PMS and 100+ AIFs.

Visit us: www.pmsbazaar.com

𝐃𝐨 𝐟𝐨𝐥𝐥𝐨𝐰 𝐮𝐬 𝐨𝐧 𝐨𝐮𝐫 𝐬𝐨𝐜𝐢𝐚𝐥 𝐦𝐞𝐝𝐢𝐚 𝐩𝐚𝐠𝐞𝐬:
𝐋𝐢𝐧𝐤𝐞𝐝𝐈𝐧 | 𝐓𝐰𝐢𝐭𝐭𝐞𝐫 | 𝐅𝐚𝐜𝐞𝐛𝐨𝐨𝐤 | 𝐈𝐧𝐬𝐭𝐚𝐠𝐫𝐚𝐦

An Exclusive Interview with Mr. Karthik Athreya, Director & Head of Strategy for Alternative Credit, Sundaram Alternates. This Interview covers Mr. Karthik Athreya’s views on – Movement toward debt, Capital Structure in India, Traction gained by Private Credit, Sundaram’s approach to Private Credit Space, and more…

Subscribe to PMS Bazaar and gain access to in-depth data & analytics on over 400 PMS and 100+ AIFs.

Visit us: www.pmsbazaar.com

𝐃𝐨 𝐟𝐨𝐥𝐥𝐨𝐰 𝐮𝐬 𝐨𝐧 𝐨𝐮𝐫 𝐬𝐨𝐜𝐢𝐚𝐥 𝐦𝐞𝐝𝐢𝐚 𝐩𝐚𝐠𝐞𝐬:
𝐋𝐢𝐧𝐤𝐞𝐝𝐈𝐧 | 𝐓𝐰𝐢𝐭𝐭𝐞𝐫 | 𝐅𝐚𝐜𝐞𝐛𝐨𝐨𝐤 | 𝐈𝐧𝐬𝐭𝐚𝐠𝐫𝐚𝐦

An Exclusive Interview with Mr. Anil Rego, Founder & CEO of Right Horizons. This Interview covers Mr. Anil Rego’s Journey, his outlook on global uncertainties, the Rupee-Dollar movement, Interest Rate Hikes, Performance of Right Horizons Funds, etc.

Subscribe to PMS Bazaar and gain access to in-depth data & analytics on over 400 PMS and 100+ AIFs.

Visit us: www.pmsbazaar.com

𝐃𝐨 𝐟𝐨𝐥𝐥𝐨𝐰 𝐮𝐬 𝐨𝐧 𝐨𝐮𝐫 𝐬𝐨𝐜𝐢𝐚𝐥 𝐦𝐞𝐝𝐢𝐚 𝐩𝐚𝐠𝐞𝐬:
𝐋𝐢𝐧𝐤𝐞𝐝𝐈𝐧 | 𝐓𝐰𝐢𝐭𝐭𝐞𝐫 | 𝐅𝐚𝐜𝐞𝐛𝐨𝐨𝐤 | 𝐈𝐧𝐬𝐭𝐚𝐠𝐫𝐚𝐦

An Exclusive Interview with Mr. Madanagopal Ramu, Head – Equities & Fund Manager of Sundaram Alternates. This Interview covers Mr. Madanagopal’s Journey from an analyst to a fund manager, his market outlook, the performance of his funds, his sectoral insights on Indian financial & infrastructure sectors, and more…

Subscribe to PMS Bazaar and gain access to in-depth data & analytics on over 400 PMS and 100+ AIFs.

Visit us: www.pmsbazaar.com

𝐃𝐨 𝐟𝐨𝐥𝐥𝐨𝐰 𝐮𝐬 𝐨𝐧 𝐨𝐮𝐫 𝐬𝐨𝐜𝐢𝐚𝐥 𝐦𝐞𝐝𝐢𝐚 𝐩𝐚𝐠𝐞𝐬:
𝐋𝐢𝐧𝐤𝐞𝐝𝐈𝐧 | 𝐓𝐰𝐢𝐭𝐭𝐞𝐫 | 𝐅𝐚𝐜𝐞𝐛𝐨𝐨𝐤 | 𝐈𝐧𝐬𝐭𝐚𝐠𝐫𝐚𝐦

An Exclusive Interview with Mr. Surjitt Singh Arora, CFA, Portfolio Manager and Principal Officer - PMS, PGIM India. This Interview covers Mr. Surjitt's Key learnings from FY 22-23, the sectors he is bullish on for the upcoming years, the stock selection parameters that PGIM uses to protect the wealth of investors, and more... 

Subscribe to PMS Bazaar and gain access to in-depth data & analytics on over 400 PMS and 100+ AIFs.

Visit us: www.pmsbazaar.com

𝐃𝐨 𝐟𝐨𝐥𝐥𝐨𝐰 𝐮𝐬 𝐨𝐧 𝐨𝐮𝐫 𝐬𝐨𝐜𝐢𝐚𝐥 𝐦𝐞𝐝𝐢𝐚 𝐩𝐚𝐠𝐞𝐬:
𝐋𝐢𝐧𝐤𝐞𝐝𝐈𝐧 | 𝐓𝐰𝐢𝐭𝐭𝐞𝐫 | 𝐅𝐚𝐜𝐞𝐛𝐨𝐨𝐤 | 𝐈𝐧𝐬𝐭𝐚𝐠𝐫𝐚𝐦

An Exclusive Interview with Mr. Atul Mehra, CFA, Fund Manager at Motilal Oswal Asset Management Ltd. This Interview covers his journey as an investor from the age of 13, Motilal Oswal's QGLP Investment Process, Company Vs Management, Equity Investment, and much more...

Subscribe to PMS Bazaar and gain access to in-depth data & analytics on over 400 PMS and 100+ AIFs.

Visit us: www.pmsbazaar.com

𝐃𝐨 𝐟𝐨𝐥𝐥𝐨𝐰 𝐮𝐬 𝐨𝐧 𝐨𝐮𝐫 𝐬𝐨𝐜𝐢𝐚𝐥 𝐦𝐞𝐝𝐢𝐚 𝐩𝐚𝐠𝐞𝐬:
𝐋𝐢𝐧𝐤𝐞𝐝𝐈𝐧 | 𝐓𝐰𝐢𝐭𝐭𝐞𝐫 | 𝐅𝐚𝐜𝐞𝐛𝐨𝐨𝐤 | 𝐈𝐧𝐬𝐭𝐚𝐠𝐫𝐚𝐦