Vishuddha Capital Management Quarterly Investor Letter

This has been one of the toughest months in my 16 years investment management career, having managed client portfolios in 2008 global financial crisis and lived through 2000 tech meltdown as an investor. “There are decades where nothing happens; and there are weeks where decades happen.” The pace of the fall in the indices has took us by surprise – normally bear markets have sharp bounces, this being the fastest fall in indices in over a century.