Quantum is launching a smallcap fund and the smallcap approach is a very disciplined research and portfolio approach. No stock will have less than 2% and no stock will have more than 4% at cost. Between 25 and 50 stocks, probably 40 stocks, will be there once we build out the portfolio. There would not be style drift.
Wealth management firms poised for structural bull run, consolidation seen: Hemang Jani
Hemang Jani highlights Bosch’s stable performance and diversification into EV components as appealing in the MNC space. He favors wealth management companies like 360 One