There are a very few Indian mutual funds that actively track and invest in US equities. For Rajeev Thakkar, CIO, PPFAS Mutual Fund, that’s a strength. This value hunter doesn’t mind going overseas and buying the Google owner Alphabet, while keeping an eye on Maharashtra Scooters and HDFC Bank (top domestic holdings).
In an interview with Kumar Shankar Roy, Thakkar talks about the Long Term Value Fund completing three years, how he bought shares of Apple co-incidentally at the same time Warren Buf fett’s Berkshire Hathaway took a bite, and why he likes to shop abroad for consumer businesses.
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