Like in Russia & China, strong governments who think too much of themselves are dangers to stock market returns:Ajit Dayal
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.
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