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ETMarkets PMS Talk: Value, visibility & validation help this fund manager pick stocks for PMS fund
Hemant Shah of Seven Islands PMS prioritizes growth opportunities in investments, focusing on value, visibility, and validation. The fund's performance, market analysis, investor criteria, stock selection, and risk management strategies reflect a comprehensive approach to investment management. Shah says: "Market sentiment appears to be driven by profit-taking due to steep valuations rather than negative external factors."