MC Exclusive | Sankaran Naren on 20 years of value investing

ICICI Prudential Value Discovery Fund has turned 20. Sankaran Naren, ED & CIO, ICICI Prudential Asset Management Co Ltd, its current co-fund manager takes us through the journey of value investing in India and how it evolved over 20 years. Naren says that the beauty of value investing is that it works even in a growth market.
#iciciprudential #investing #mutualfunds #sip

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[Davemaloney-mw]

I've been an investor in Apple, Tesla because I strongly believe in the company. I've always believed in the stock, but now I don't know if i am to re-distribute my portfolio and put some money in Nvidia. especially now that we are experiencing a market correction.

[sankalpshanbhag]

He is the best fund manager and always talks like he does nothing amazing but sticks to the mandate within the fund. Best for ICICI MF to have Naren Sankaran.

[TheNishant]

Man sat on screen, shat on mid and small caps valuations like a champ, flat out told the impact of large AUM on investment opportunities in small and mid cap segment, and went away. Mad respect! Then there's PPFAS team that keeps beating around the bush when asked about the impact of a large AUM.

[venkyh]

Questions to Naren could have been much sharper. Asking a veteran how Rs 10 lakhs can be invested without providing more context was a lame question. However, asking if investors should take money off the table was a more relevant question given current market conditions. I wish he was orobed further on this question.

[aditya]

James Montier
Michael J. Mauboussin
Howard Marks
are the authors he sticks to reading books written by.

[gouthamkondapavuluru]

10 lakhs 20 years ago was a lot of money

[TheCuriousCurator-Hindi]

When will expense ratio go down? It's very high for most of his funds relative to other fund houses.

[rachit-]

The question on 10 lakh use case was so dumb.

[manuvns]

if you have the stomach China right now offers value investing assets trading at multiple year low

[ankursharma-jxeh]

@11:50 is he sleeping at this time!!!🤣🤣