Unpredictable Markets? Fund Manager Shares Key Investment Strategy

• Trupti Agrawal of WhiteOak Capital Management advises discipline over predicting short-term market movements.
• Focus on quality businesses with scalable models and strong governance, held at reasonable valuations.
• Portfolio outcomes should stem from business fundamentals and valuations, not style rotations or tactical sector bets.
• Maintain a consistent equity allocation determined with a financial adviser, avoiding frequent shifts due to volatility.
• SIPs are recommended for retail investors, especially in volatile phases, to reduce risk and benefit from long-term compounding.