5 investment lessons from Rajeev Thakkar's recent letter to unitholders

Rajeev Thakkar, Chief Investment Officer and Director at PPFAS Mutual Fund, has offered timely guidance in his recent letter to unitholders close on the heels of the Indian market hitting turbulence. Managing one of India's largest actively-managed portfolios—the Rs 82,000-crore Parag Parikh Flexi Cap Fund—Thakkar draws from decades of market experience to address crucial investment principles often overlooked in bull markets. His insights mirror the core investment principles that Value Research has consistently championed over decades. Below is a summary of the key points from Thakkar's letter: Equity is for the long term Thakkar begins by reviewing Nifty's performance over recent years, highlighting positive returns since 2019, even weathering the 2020 pandemic. While this co

This article was originally published on November 19, 2024.