Exclusive chat with Gaurav Misra | Unveiling investment strategies for Mirae Asset's Equity Funds

Watch this enlightening conversation with Gaurav Misra, the Head of Equity at Mirae Asset Investment Managers, as he discusses the performance and future strategies of Mirae's key equity funds, including the Large Cap, ELSS, and Midcap Funds.
Misra shares his extensive experience and insights on managing market cycles, his approach to stock selection, and the impact of recent market developments on fund performance.
Discover his perspective on new-age tech stocks, the importance of quality growth, and how he navigates regulatory challenges to secure long-term value for investors.
#GauravMisra #miraeassetmutualfund #investmentstrategies #equityfunds #financialmarkets #stockselection #marketcycles #stockvaluation #valueresearch
Chapters:
00:07 Introduction
00:32 What first got you interested in equities?
01:56 What was it like to be on the sell side before joining ASK Investment?
04:39 You worked for a long time at ASK Investment Managers. How was working with Bharat Shah, and what were your key learnings from your time there?
08:13 Can you describe your overall investment philosophy?
11:16 What kind of stocks or market conditions get you excited?
14:36 Mirae's equity funds have been known to successfully manage various market cycles over the last 15 years. What has happened to the performance of the key funds, particularly the Large Cap, ELSS, Focused and Midcap Funds, over the last two years?
17:35 How do you plan to improve the performance?
23:13 Large caps are spread across a universe of 100 stocks. What is your game plan to generate alpha for Mirae Asset Large Cap Fund?
27:25 In the portfolios of the large cap and focused funds, there's an overlap in the top 5 holdings. What's the reason for that?
29:16 Under what circumstances do you exit a stock?
32:05 You continue to hold new-age tech stocks despite regulatory challenges. How do you justify these investments to your investors, and what's your long-term view of these companies?
38:31 Looking back at your career, what has been the most surprising market trend or event you've encountered, and how has it influenced your approach to investing?
40:01 Close
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[@bivash603]

Please add timestamp for Conversation more than 30 min. Humble Request!

[@ValueResearchvideo]

Hi @bivash603
Timestamps are there for all the conversations.
Please check the description below the video :)