Prabhakar Kudva, an engineer by education and an investor by choice, chronicles his serendipitous journey in to the world of value investing and shares some useful insights on portfolio construction.
Prabhakar is the co-founder and executive director at Samvitti Capital Pvt. Ltd. which manages the SEBI approved category III alternative investment funds. He has been involved with the equity markets for about ten years now. His focus has been investing in growth businesses that have the potential to scale up over the next several years. He blogs here.
Safal Niveshak (SN): Could you tell us a little about your background, how you got interested in investing, and how you’ve evolved over time as an investor?
Prabhakar Kudva (PK): If I have to sum up my life up till now in one word, that word like Prof Bakshi says, would be serendipity.
I was extremely fortunate to be born to a set of parents who imbibed very early into my thought process the value of good education and prudent behaviour. I am eternally grateful to them for encouraging me to read and buying me all the books I ever wanted to buy. I am originally from a place called Mulki, which is a small town in Mangalore district in Karnataka. My father was a banker and I spent most of my transformative years in Delhi. We used to visit our home town once every year during my summer vacations and that’s where my stock market journey began. My maternal uncle is an avid stock market participant and probably one of the early practitioners of technical analysis in India. I was 15-16 years old and when I visited him during vacations he used to make me sit through tens of charts as we analysed them together. I was intrigued at first and subsequently taken – like fish to water.
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