説明
In Part 1 of this conversation, Trideep Bhattacharya, President and CIO at Edelweiss Mutual Fund, shares the investing principles that have shaped his journey across global and Indian markets over nearly three decades.
Drawing from experience in developed and emerging economies, he explains why successful investing is less about chasing market narratives and more about understanding businesses from the ground up.
Trideep also shares why his team prefers to stay investment-style agnostic rather than being permanently aligned to growth, value, or momentum investing.
The conversation then turns to portfolio construction, where he challenges the conventional view of investing through market-cap labels and explains why understanding a company's competitive position, growth trajectory, and ability to create long-term economic value matters far more.
Watch Part 1 to learn how professional investors evaluate businesses, construct portfolios, and think about risk, opportunity, and long-term compounding.
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Timestamps
00:00 Introduction & Key Insight on Mid Caps
00:33 Meet Trideep Bhattacharya, President & CIO, Edelweiss Mutual Fund
01:11 Career Journey: From Analyst to CIO
03:47 How Global Investing Experience Shapes Decision-Making
03:52 Edelweiss Mutual Fund's FAIR Investment Framework
05:34 Importance of Forensics & Corporate Governance
06:31 Why Being Investment Style Agnostic Matters
07:48 Portfolio Construction: Bottom-Up Investing Approach
09:02 Why Edelweiss is Bullish on Mid Caps
10:24 Indian Markets Today: Valuations & Opportunities
11:17 Are Mid & Small Caps Expensive?
11:49 Investing Through Geopolitical Uncertainty
12:32 Post-War Recovery and Market Outlook
13:16 Managing Client Expectations and Risk
14:51 Investing is a Test Match, Not a T20
15:08 Closing Remarks
15:16 Bonus: Understanding New-Age Consumption Trends
15:42 Disclaimer
Moderation Disclaimer:
We do not endorse crypto tips, mentors, or third‑party investment claims.
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