We had the pleasure of speaking with renowned Mumbai-based investor Vinay Rao, Chief Investment Officer of Tata AIG General Insurance, about his investment philosophy and path in investing.
MOI Global contributor Rohith Potti hosted Vinay for this exclusive conversation. To our knowledge, this is Vinay’s first published interview ever.
Members, log in below to access the restricted content.
Not a member?
Thank you for your interest. Please note that MOI Global is closed to new members at this time. If you would like to join the waiting list, complete the following form:
Vinay Rao serves as Chief Investment Officer of Tata AIG General Insurance, managing an investment portfolio of around Rs 20000 crs as of June 2022, with a six-year average mix of 88:12 fixed income to equities. The portfolio size has grown by 30+% annually over the five-year period from July 2016 through June 2022 while achieving total returns of 9.8% annually over the same period. The fixed-income book reported a total return of 8.4% annually. This was achieved with zero credit loss, zero provisions and two downgrades in a period that was characterised by large credit events in the market. The equity book delivered total returns of 12.5% annually over the stated period.
About The Author: MOI Global Editorial Team
The MOI Global Editorial Team, led by John Mihaljevic, CFA, includes community builders, event organizers, writers, editors, research associates, security analysts, and fanatical member support advocates. Our sole purpose is to serve the members of MOI Global as well as we possibly can in order to help them learn, invest intelligently, and build lifelong friendships with like-minded people.
Who is MOI Global? In recent years, The Manual of Ideas has expanded to become more than simply “the very best investing newsletter on the planet” (Mohnish Pabrai). We are now a thriving global community of intelligent investors, connected through great ideas, thought-provoking interviews, online conferences, live member events, and much more.
Members of MOI Global enjoy complimentary access to a growing array of resources and content related to the art of intelligent investing. Members also enjoy preferential access to selected offline events as well as exclusive access to other events hosted by MOI Global, including the Zurich Project Summit, the Latticework Conference, and Ideaweek.
More posts by MOI Global Editorial Team