Sankaran Naren, the chief investment officer at ICICI Prudential Mutual Fund that manages funds more than Rs 7 lakh crore, is known for his contrarian style of investing.

The fund house’s investment approach revolves around the belief that markets and sectors move in cycles and that these cycles tend to mean revert in the long run. 🌊

This is the third episode in our ‘Know Your Fund Manager’ series. In it, we discuss Sankaran’s personal journey, the impact of Mark Sellers’ speech 🎙️, the fund house’s contrarian approach to markets, how the internal support system helped during under performance 🤝, and much more.