The equity franchise of Kotak Mutual Fund have built a strong reputation for itself by virtue of a diligent, disciplined and prudent approach to investment management. As the markets turns volatile, we caught up with Harish Krishnan, fund manager at Kotak Mutual Fund, about his views on the markets and the sectors he is bullish on. Here are the edited excerpts of the conversation. You have over 17 years of experience in equity research and investment management roles. Tell us about the initial days of your equity research journey and any memorable anecdotes or incidents that have influenced your thinking. So, I was fortunate enough to have a teacher who was a practitioner in my B-school. I remember, somebody from UTI Institute of Capital Markets came to take a course in equity research and about 17-18 years down the line, the things taught by him have still stayed with me. In the entire course, there was only one exam or test that the professor initiated, which was to assume that we made a lot of money by the time we are 40 years old, and then at the age of 40 to 60 years, we go to the Himalayas and do something else in our life. Then, at 60 years, as we come back and have the residual life to spend on. He would ask us to identify one stock, where we will put our life savings (at age 40), and the rationale for the same? And this was important, because it taught us the importance of longevity more than anything else. While there is always a fad and the narrative that the last three-five years have created so much wealth, and so and so sectors have outperformed or underperformed, etc. But what we genuinely need for wealth creation in the next 20-30 years is the fact that the company needs to survive, the industry needs to survive. And I think that inculcated in me the importance of longevity in the framework that we have. Another interesting anecdote that I've had, and I wa
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