Kenneth Andrade on Beating Bear Markets | Flexicap Fund Insights & 30+ Years of Investing скачать в хорошем качестве

Kenneth Andrade on Beating Bear Markets | Flexicap Fund Insights & 30+ Years of Investing

On this episode of The Money Mindset, we spoke to market veteran Kenneth Andrade. Kenneth is the Founder and CIO of Old Bridge Capital Management, one of the pioneers of midcap investing in India Kenneth has over 30 years of experience in portfolio management and investment research in his earlier stint at IDFC AMC , Kenneth had delivered a CAGR growth of 22.3% over the ten-year period in IDFC Premier Equity Fund as CIO in IDFC AMC He joins us to talk about the market and the current environemtn, old bridge amc has also launched a flexicap fund at an interesting time in the market when there is a bear market. We spoke about all that and more . This episode was shot on 26th February 2026. #finance #stockmarketindia #nifty 0:00 Intro 2:04 Future of markets 4:47 AI & changing landscapes 7:12 Current market view 13:38 Tech story over for investors? 16:20 Advice for investors 20:07 Flexi and focus fund 23:57 Thoughts on Individual stocks? 27:30 Pharma's potential? 30:34 Response to focus fund criticism 33:22 Managing funds 34:53 Behavioral changes? 36:56 Base learnings & fears