Rajeev Thakkar on First Principles Investing

If there is one fund manager who has grabbed the attention of investors over the last 10 years, it’s Rajeev Thakkar of PPFAS Mutual Fund. Rajeev walks his own path...which often turns out to be contrarian. His decision to invest in international stocks way back when, was only one such move. Then there were numerous other moves related to stock-specific and sector bets. The key is that over time, the outcome of his investment approach, which he calls first-principles investing, has worked out super well. Talking to him was a delight. I hope you make the time and listen to the entire episode.