India amid manufacturing renaissance, renewables great future idea: Ravi Dharamshi of ValueQuest

India amid manufacturing renaissance, renewables great future idea: Ravi Dharamshi of ValueQuest


Ravi Dharamshi, founder and CIO, ValueQuest Investment Advisors Pvt. Ltd.; image courtesy of ValueQuest

Synopsis

Today, India is the global back-office and world’s pharmacy, says Ravi Dharamshi, founder and CIO, ValueQuest, speaking about IT and pharma sectors – the two top themes of the last two decades. In conversation with Ami Shah, he talks about the SCALE framework of investing, stock-market lessons learnt from Warren Buffett and late Rakesh Jhunjhunwala, and things that motivate him.

Are you a value or a growth investor? Why do you say that? We honestly do not wish to get stuck or typecast in the nomenclatures of growth or value. ValueQuest means itself the quest for value. Growth is inherent and an integral part of value realisation. Lot of value stems from the future growth. Our approach has been to find companies that are on the cusp of a growth phase and identify them before the market has baked the future expectations

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Author: Shirley