An excellent interview with S. Naren, CIO of ICICI MF, by Zerodha Varsity. He covers a wide range of topics – contrarian investing, cycle thinking and the difficulty in knowing how long cycles will go on, finding the bottom and top of cycles, value investing, how different asset classes offer opportunities at different times, recognizing the limits of one’s knowledge, structural investing (where he acknowledges his limitation), temperament, the importance of support groups, continuous improvement, why not to be a full-time investor, managing funds, creating the balanced advantage category, special situations investing, considering mean reversion while investing in mutual funds, downward protection, learnings as a CIO, following a process, developing home-grown talent, his investing gurus, doing pre-mortems etc.
Investment Approach of ICICI Pru Mutual Fund ft. Sankaran Naren | Know your fund Manager Ep 3
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