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Ramneek Kundra
Chief Investment Officer of DSP Pension Funds, personally manages over $600 million, and is based out of India. He utilizes a GARP (growth at a reasonable price) investment framework.
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13 snips
Aug 21, 2025
• 60min
Interview. $600mn Fund Manager on Great Businesses, Portfolio Construction, and Investing in India
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Ramneek Kundra, the Chief Investment Officer of DSP Pension Funds, brings his $600 million fund management expertise to the discussion. He shares his GARP investment philosophy, emphasizing finding value in quality businesses. Listeners will dive into the nuances of investing in troubled companies, learn about opportunities in India's banking sector, and hear insights on portfolio construction and market dynamics. Kundra also contrasts Indian and U.S. markets, underlining the importance of corporate access and independent research in emerging markets.
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