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"As a fund house, our stock selection process is biased towards quality and growth. To the extent possible! As a style, ‘quality and growth,’ I think, tends to outperform weak markets."

"A disciplined approach to investing, with focus on 'quality up to a reasonable price', has helped us deliver a satisfactory track record."

Everybody is buying three year down the road and nobody is making investments for three months.

What is looking safe is not cheap anymore and what is looking cheap is not looking safe.

We are overweight on corporate banks, IT & pharma: V Srivatsa, UTI MF

Good opportunities have come up in the NBFC space in last one year.

Majority of investors keep chasing what is doing well and keep away from things that are not doing well

We select prospective companies with a philosophy that is based on decent business models, competent management with good corporate governance, and decent growth visibility.

Mutual fund inflows fell sharply in October, likely in the range of Rs 3,000-4,000 cr net.

Due to our bottom up stock picking approach we have been able to create outperformance through superior stock selection. Financials, IT, pharma and industrials are our top sectoral positions.

Broader market has started bottoming out; H2 should be better than H1: Pankaj Tibrewal, Kotak Mutual Fund

The correlation of individual stock versus indices in India is at an all-time low.

​Unless we create jobs for our growing population, there will be a civil war

Don’t look for short-term gains, go for long-term investment now.

Even if you factor a 10% growth in EPS, you will have a 4,000 point boost in Sensex

Market leadership to change, 10-15% return for both Nifty and broader market possible

Look for new leaders in these 2 sectors as growth emerges: S Krishna Kumar, Sundaram AMC

I would place our bets on a slow improvement over the next six months

We want to make the HFC biz cleaner; stabilise the current book of about Rs 3,900 crore.

Smallcaps have better absolute return potential in long term over midcaps & largecaps.

If you buy quality companies run by good managers, there are better days ahead.

"There is a second tier of NBFCs that are healthy in asset quality but not as strong on liability side. These will start doing well once the liquidity situation improves, and they are on our watchlist," says Mahesh Patil, CIO-Equity, Aditya Birla Sun Life AMC.

Last 12-18 months have been challenging for our clients: Aashish Somaiyaa, Motilal Oswal AMC

With the PMS, we are trying to beat the market and create wealth over any five-year timeframe.

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