Learning from the best

As investors, we need to constantly hone our skills and revisit what we know about investing. And who better to learn from than the fund managers who spend day in and day out analysing investments and making critical decisions. And so we caught up with Sankaran nare, ED & CIO, ICICI Prudential AMC; Taher Badshah, CIO - Equities, Invesco Mutual Fund; and Neelesh Surana CIO, Mirae Asset Mutual Fund and asked them to tell us about their own biggest learnings investing. Sankaran Naren, ED & CIO, ICICI Prudential AMC "Over the course of my investing journey, four stalwarts namely James Montier, Howard Marks, Michael Mauboussin and Dr Atul Gawande have played a key role in shaping the processes I follow today. Each of them helped me in becoming a better investor by introducing me to certain concepts. "James Montier helped me develop the mindset of a contrarian investor. Having a contrarian approach to investing includes knowing the counter view on the stock, having a grip on intrinsic value and being cognizant o

This article was originally published on September 15, 2020.