Rajesh Varma discusses his firm’s Global Fund. Mr. Varma says the philosophy of the fund is growth at a reasonable price. He looks for companies that have long-term secular growth, but he doesn’t want to pay high valuation. The focus is to look for companies that are global leaders. Mr Varma focuses on sectors where he can expect long-term secular growth, such as robotics, health care, emerging markets consumption, online security and instant commerce.
Full interview available here.