Disrupters will get disrupted unless they are nimble enough to move when required. The range of stocks need to change with the management, the business and market dynamics while accommodating newcomers and let go of some incumbents when the threshold is reached. It would not be correct to assume every time-frame will be comparable to pandemic time-frame in terms of opportunities. The core approach and philosophy of the fund needs to be evaluated than the immediate return or the prospect of getting phenomenal return in every time-frame.