Quant Mutual Funds and Parag Parikh Financial Advisory Services (PPFAS) have seen massive growth in their AUM in the past few years. This growth has been driven by the returns their investment styles have generated. However, beneath the surface, their investment styles couldn't be more different.
PPFAS buys stocks of companies with solid fundamentals and a competitive business model. It also considers valuations the most important parameter when selecting stocks. Quant, on the other hand, has an unconventional way of investing. It uses an in-house model that combines fundamentals and technicals. The model scans out stocks and they don’t hesitate to sell the holdings even within a few months if they no longer qualify its model.
In this video, we analyse their investment styles in detail and also see the periods when the two investment strategies perform better. In short, we recommend watching this video if you want to know which investment style is better for your equity portfolio.
Chapters
00:00 Introduction
01:26 PPFAS vs Quant
02:00 Being Conventional vs Being Relevant
03:55 Unpacking Portfolios
08:32 Performance Analysis Assessing Strategies across time
31 май 2024
