PPFAS strategically deploys cash during market downturns. Chief Investment Officer Rajeev Thakkar revealed how the asset manager capitalized on March volatility by identifying and executing opportunities across the portfolio. PPFAS maintains a disciplined approach focused on management quality, earnings visibility, balance sheet strength, pricing power, and valuations rather than reacting to geopolitical headlines. The firm held approximately twenty percent cash in flexi-cap funds at February's end, positioning itself to deploy during corrections. Thakkar emphasized that long-term investors should ignore short-term noise from wars and ceasefires, as these factors mean-revert over time. For investors with horizons exceeding five years, equity exposure remains appropriate despite near-term turbulence.
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