A Fireside Chat was conducted with Aashish P. Somaiyaa to discuss market cycles, investor behaviour, and the principles of long-term wealth creation. Mr. Somaiyaa emphasized that markets are driven as much by psychology and behaviour as by economic and market fundamentals. He highlighted the importance of disciplined portfolio construction, probabilistic thinking, and calibrated risk-taking, whilereiterating that quality businesses are capable of withstanding temporary disruptions and delivering long-term returns.

Link to the full conversation: https://youtu.be/XGAPVGqS6gc?si=I7yBB2ZYIaXY50QQ