News From Press Changes in portfolio hopefully will help us return to our outperformance levels: Nilesh Shetty of Quantum Mutual Fund

Changes in portfolio hopefully will help us return to our outperformance levels: Nilesh Shetty of Quantum Mutual Fund

Source: The Economic Times Apr 17, 2020

The stock market has corrected sharply after the coronavirus infection spread globally. What does this fall mean to a value fund manager?
The correction has been a great opportunity for a value fund manager, high quality stocks which were priced to perfection are now available at deep discount. There could be some near term pain, but once things normalize, a portfolio of high quality companies built now can be expected to give decent returns over the next three to five years ..

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