PPFAS foreign core rationale: Alphabet, Microsoft, Meta, Amazon

Sat, 16 May 2026 00:00:00 +0000

The PPFAS foreign core rationale is the body of investment reasoning through which PPFAS Mutual Fund has concentrated the overseas equity allocation of the Parag Parikh Flexi Cap Fund in a tightly limited core of US-listed mega-cap technology and consumer-digital franchises, principally Alphabet Inc. , Microsoft Corporation , Amazon.com Inc. and Meta Platforms Inc. , with Berkshire Hathaway Class B appearing as an additional core holding through earlier periods. The foreign core rationale is structurally consistent with the broader PPFAS investment philosophy of value investing , margin of safety , focused portfolio construction and the owner mindset framework, and it has been continuously articulated by Chief Investment Officer Rajeev Thakkar , Head of Research Raunak Onkar and Chairman and CEO Neil Parikh since the May 2013 launch of the scheme.

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