PMS Bazaar Podcast

PMS Bazaar Podcast

By PMS BazaarBusinessInvesting
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PMS Bazaar Podcast episodes

  • How PMS Investment Approaches of Sundaram Alternates performed in Q1 of FY23-24 - Mr. Madanagopal Ramu.

    Hear out Mr. Madanagopal Ramu, Head โ€“ 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.ย 

    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

    ย ๐ƒ๐จ ๐Ÿ๐จ๐ฅ๐ฅ๐จ๐ฐ ๐ฎ๐ฌ ๐จ๐ง ๐จ๐ฎ๐ซ ๐ฌ๐จ๐œ๐ข๐š๐ฅ ๐ฆ๐ž๐๐ข๐š ๐ฉ๐š๐ ๐ž๐ฌ:
    ๐‹๐ข๐ง๐ค๐ž๐๐ˆ๐ง | ๐“๐ฐ๐ข๐ญ๐ญ๐ž๐ซ | ๐…๐š๐œ๐ž๐›๐จ๐จ๐ค ย | ย ๐ˆ๐ง๐ฌ๐ญ๐š๐ ๐ซ๐š๐ฆ ย 

    32 min
  • How PMS Investment Approaches of PGIM India has performed in Q1 of FY23-24 โ€“ Mr. Surjitt Singh Arora

    Hear out Mr. Surjitt Singh Arora, Principal Officer & Portfolio Manager โ€“ 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.

    ย 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

    ย ๐ƒ๐จ ๐Ÿ๐จ๐ฅ๐ฅ๐จ๐ฐ ๐ฎ๐ฌ ๐จ๐ง ๐จ๐ฎ๐ซ ๐ฌ๐จ๐œ๐ข๐š๐ฅ ๐ฆ๐ž๐๐ข๐š ๐ฉ๐š๐ ๐ž๐ฌ:
    ๐‹๐ข๐ง๐ค๐ž๐๐ˆ๐ง | ๐“๐ฐ๐ข๐ญ๐ญ๐ž๐ซ | ๐…๐š๐œ๐ž๐›๐จ๐จ๐ค ย | ย ๐ˆ๐ง๐ฌ๐ญ๐š๐ ๐ซ๐š๐ฆ ย 

    25 min
  • Alternates Expert Talk #5: โ€˜We are definitely seeing a movement towards Credit in general and Private Credit in specificโ€ฆโ€™ Mr. Karthik Athreya of Sundaram Alternates

    An Exclusive Interview with Mr. Karthik Athreya, Director & Head of Strategy for Alternative Credit, Sundaram Alternates. This Interview covers Mr. Karthik Athreyaโ€™s views on โ€“ Movement toward debt, Capital Structure in India, Traction gained by Private Credit, Sundaramโ€™s approach to Private Credit Space, and moreโ€ฆ

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

    Visit us: www.pmsbazaar.com

    ย ๐ƒ๐จ ๐Ÿ๐จ๐ฅ๐ฅ๐จ๐ฐ ๐ฎ๐ฌ ๐จ๐ง ๐จ๐ฎ๐ซ ๐ฌ๐จ๐œ๐ข๐š๐ฅ ๐ฆ๐ž๐๐ข๐š ๐ฉ๐š๐ ๐ž๐ฌ:
    ๐‹๐ข๐ง๐ค๐ž๐๐ˆ๐ง | ๐“๐ฐ๐ข๐ญ๐ญ๐ž๐ซ | ๐…๐š๐œ๐ž๐›๐จ๐จ๐ค ย | ย ๐ˆ๐ง๐ฌ๐ญ๐š๐ ๐ซ๐š๐ฆ ย 

    33 min
  • Alternates Expert Talk #4: Why India will do well in upcoming years? โ€“ Mr. Anil Rego of Right Horizons

    An Exclusive Interview with Mr. Anil Rego, Founder & CEO of Right Horizons. This Interview covers Mr. Anil Regoโ€™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

    ย ๐ƒ๐จ ๐Ÿ๐จ๐ฅ๐ฅ๐จ๐ฐ ๐ฎ๐ฌ ๐จ๐ง ๐จ๐ฎ๐ซ ๐ฌ๐จ๐œ๐ข๐š๐ฅ ๐ฆ๐ž๐๐ข๐š ๐ฉ๐š๐ ๐ž๐ฌ:
    ๐‹๐ข๐ง๐ค๐ž๐๐ˆ๐ง | ๐“๐ฐ๐ข๐ญ๐ญ๐ž๐ซ | ๐…๐š๐œ๐ž๐›๐จ๐จ๐ค ย | ย ๐ˆ๐ง๐ฌ๐ญ๐š๐ ๐ซ๐š๐ฆ ย 

    25 min
  • Alternates Expert Talk #3: โ€˜Next Move in the Market will be Supported by Growth Stocksโ€™ โ€“ Mr. Madanagopal Ramu of Sundaram Alternates

    An Exclusive Interview with Mr. Madanagopal Ramu, Head โ€“ Equities & Fund Manager of Sundaram Alternates. This Interview covers Mr. Madanagopalโ€™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 moreโ€ฆ

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

    Visit us: www.pmsbazaar.com

    ย ๐ƒ๐จ ๐Ÿ๐จ๐ฅ๐ฅ๐จ๐ฐ ๐ฎ๐ฌ ๐จ๐ง ๐จ๐ฎ๐ซ ๐ฌ๐จ๐œ๐ข๐š๐ฅ ๐ฆ๐ž๐๐ข๐š ๐ฉ๐š๐ ๐ž๐ฌ:
    ๐‹๐ข๐ง๐ค๐ž๐๐ˆ๐ง | ๐“๐ฐ๐ข๐ญ๐ญ๐ž๐ซ | ๐…๐š๐œ๐ž๐›๐จ๐จ๐ค ย | ย ๐ˆ๐ง๐ฌ๐ญ๐š๐ ๐ซ๐š๐ฆ ย 

    52 min
  • Alternates Expert Talk #2: The Key Learnings from FY 22-23 โ€“ Mr. Surjitt Singh Arora of PGIM India

    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...ย 

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

    Visit us: www.pmsbazaar.com

    ย ๐ƒ๐จ ๐Ÿ๐จ๐ฅ๐ฅ๐จ๐ฐ ๐ฎ๐ฌ ๐จ๐ง ๐จ๐ฎ๐ซ ๐ฌ๐จ๐œ๐ข๐š๐ฅ ๐ฆ๐ž๐๐ข๐š ๐ฉ๐š๐ ๐ž๐ฌ:
    ๐‹๐ข๐ง๐ค๐ž๐๐ˆ๐ง | ๐“๐ฐ๐ข๐ญ๐ญ๐ž๐ซ | ๐…๐š๐œ๐ž๐›๐จ๐จ๐ค ย | ย ๐ˆ๐ง๐ฌ๐ญ๐š๐ ๐ซ๐š๐ฆ ย 

    14 min
  • Alternates Expert Talk #1: โ€˜Equity has to be looked at as Allocationโ€™ - Mr. Atul Mehra of Motilal Oswal

    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

    ย ๐ƒ๐จ ๐Ÿ๐จ๐ฅ๐ฅ๐จ๐ฐ ๐ฎ๐ฌ ๐จ๐ง ๐จ๐ฎ๐ซ ๐ฌ๐จ๐œ๐ข๐š๐ฅ ๐ฆ๐ž๐๐ข๐š ๐ฉ๐š๐ ๐ž๐ฌ:
    ๐‹๐ข๐ง๐ค๐ž๐๐ˆ๐ง | ๐“๐ฐ๐ข๐ญ๐ญ๐ž๐ซ | ๐…๐š๐œ๐ž๐›๐จ๐จ๐ค ย | ย ๐ˆ๐ง๐ฌ๐ญ๐š๐ ๐ซ๐š๐ฆ ย 

    21 min

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