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& #8220;We Are Not Afraid To Sit On Cash & #8221;

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Kripa Mahalingam BUSINESS STANDARD

Manager Speak: K Rajagopal, chief investment officer, Reliance Mutual Fund

What are the factors that contributed to the fund's outperformance this year? What was your investment strategy and how did it payoff?

The fund's outperformance was a result of its stock selection capabilities and appropriate market timing. Regardless of small, mid-cap or large categorisations, we invest wherever we find value. The broad strategy was to invest in under-valued stocks, and exit once target returns were achieved.

What will be the fund's focus area and investment strategy for the next year?

Our investment strategy will remain focused on finding stocks that are under-valued, vis-

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First Published: Jan 20 2003 | 12:00 AM IST

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