We had the pleasure of speaking with value investor Gokul Raj Ponnuraj, portfolio manager at Bavaria Industries Group AG (Germany: B8A), an owner-operated investment holding company, based in Munich, Germany.
MOI Global’s Rohith Potti hosted Gokul Raj for this exclusive interview.
Gokul Raj Ponnuraj is a value investor with a focus on small and mid-cap compounders and spin-off’s with a bias towards emerging markets. He has been investing in the Indian markets since 2006 and in global markets since 2017. Gokul Raj manages the public equities portfolio at Bavaria Industries Group. The firm uses its balance sheet assets (permanent capital) to invest in opportunities with an attractive risk-reward trade off. Gokul Raj holds a Master in Finance degree from London Business School and a CFA charterholder.
Gokul Raj is an MOI Global instructor and has presented multiple ideas.
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