Stockwiz Technologies offers two smallcase portfolios which are -

1) Tactical Actively Managed Portfolios which focus on weekly rebalancing and uses sectoral rotation, institutional money flow models to give exposure towards high growth companies available at inflection points both technically and fundamentally.

2) Quantitative Actively Managed Portfolios which focus on weekly rebalancing and uses proprietary quantitative models to invest in multi-cap companies to give exposure towards potentially outperforming scripts.

Stockwiz Technologies focuses on three core principles / strategies - sectoral rotation, institutional money flow and quantitative models using technical and fundamental techniques.

Sectoral Rotation: Our research team focuses on fundamental catalysts such as order wins, order book, capacity expansion, new leadership, new product launch or a change of government policy along with our technical models to identify potentially outperforming sectors, and position accordingly to generate alpha portfolios.

Institutional Money Flow: Our team uses our proprietary momentum strategies to identify unusual institutional buying or selling activities in stocks across large, mid and small cap universe. This strategy focuses on tactical allocation of portfolios with frequent rebalancing, to maximize portfolio returns.

Quantitative Models: Our team uses quant based trading and investing models trained on machine learning models, using technical and fundamental data. These portfolios focus on investing in super normal growth companies in the midcap, smallcap and microcap segments.