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The best pharma bets, according to this CIO who manages investments worth Rs 500 crore

Ravi Dharamshi is CIO of Valuequest Investment Advisors and manages investments of around Rs 500 crore. In his role, Dharamshi is sector agnostic but has a long history with pharma. He began investing in pharma and healthcare stocks back in 2002 and worked previously with Rare Enterprises.

Some of his key bets in pharma have included Lupin, Glenmark, Natco and Divi’s. Tune into Dharamshi’s journey of investing in pharma and healthcare stocks, how the landscape has changed and his take on top industry trends and stocks. Happy listening!

Disclosure: Discussion regarding companies in this conversation is purely from an academic perspective. It should not be construed as a recommendation to buy or sell. It is safe to presume that Ravi Dharamshi, his family and clients have a financial interest in the companies spoken about. And they reserve the right to change the view at any point and act accordingly. 

ValueQuest Investment Advisors Pvt. Ltd is a SEBI registered Portfolio Management Company.