In this special edition of InvestorInsights, we share the biggest ideas that we learned from various experienced value investors and money managers we interviewed during 2019
Interviews
Investor Insights: Chetan Phalke
Chetan Phalke is the founding partner at Alpha Invesco, an investment advisory firm based in Pune. Chetan is actively involved in the financial markets for the last 13+ years. He prefers to look at undervalued investment opportunities that offer a reasonable risk-adjusted return over a period of time. Chetan received his masters in Economics from Fergusson College, Pune.
Investor Insights: Jaideep Merchant
Jaideep has been part of the Indian equity markets for more than two decades. He has worked in Fund Management, Equity Research, and Dealing. He is managing portfolios at Janak Merchant Securities Pvt. Ltd., a company promoted by his family, for the past 14 years. Jaideep is a member of the Institute of Chartered Accountants of India and is also a CFA Charter holder.
Disclaimer: Stocks/Examples quoted below should not be construed as recommendations.
Investor Insights: Investing Amidst Uncertainty
In this special edition of InvestorInsights, we pick the brains of a few experienced value investors and money managers on how they deal with uncertainty like what is seen in the markets currently.
Safal Niveshak: Uncertainty is not a new thing for the Indian economy, companies and the markets. But people still get spooked. Even otherwise, when a lot of people know that investing is important, they are often either too scared, too intimidated, or too uncertain when such situations arise.
You have been in the markets for a long time and may have experienced multiple such periods of high uncertainty with respect to the markets, companies, and the economy. What advice do you have for new, inexperienced, or young investors on how they can deal with such situations?
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Investor Insights: R.K. Chandrashekar
Mr. R.K. Chandrasekhar (RKC to his friends), is not your typical money manager or professional investor, but one amongst us retail investors whom I first met in 2011. Our bond has grown stronger since then, especially with RKC opening up his investment life in front of the Safal Niveshak tribe over the years, via his comments and feedback on my posts.
RKC started investing when I was born, so it’s quite a lot of years that he has been there, seen that. As a formal introduction, he is 67 years old and is an MS (O.R) from Case Western Reserve University and BSc (Mathematics) from Loyola College, Chennai. He is now retired from work after winding down his placement business in 2013.
In this interview, RKC talks about his long investment experience, his evolution as an investor, key lessons learned, his investment process, and how he tries to minimize decision making mistakes.
Disclaimer: Stocks/Examples quoted below should not be construed as recommendations.