Interview. $600mn Fund Manager on Great Businesses, Portfolio Construction, and Investing in India

21/08/2025 59 min Episodio 104
Interview. $600mn Fund Manager on Great Businesses, Portfolio Construction, and Investing in India

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Episode Synopsis

This informative interview is with Ramneek Kundra, the Chief Investment Officer of DSP Pension Funds. In it we talk about investment philopsophy, portfolio construction and investing in the Indian stock market. You can learn more about DSP Pension Funds here.  *~*~*~*~*  Get access to all of Speedwell Research's in-depth Research Reports here. If you need help getting Speedwell added as an approved research vendor for your investment firm, please reach out to [email protected]  -*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) — Investment Philosophy (12:44) — A Great Business Ramneek Recently Found (19:50) — Portfolio Construction  (24:27) — How to Treat the Market  (40:54) — Investing In Indian Stocks  (54:00)  — Importance of Corporate Access  -*-*-*-*-*-*-*-*-*-*- Become a Speedwell Member here to gain access to *all* of our in-depth research reports and more!   Sign up for Speedwell's free newsletter and weekly memos here *~*~*~*~*  Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at [email protected] for any questions, comments, or feedback. -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

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