Why should you invest in this smallcase?
Given the number of uncertainties in CY20, we focus on companies that are proven winners that are available at unjustified prices, that have strong balance sheets or companies that can not only survive a prolonged downturn, but can also outperform when a cyclical upturn happens. Considering the sharp correction in the benchmark, this portfolio is constructed by picking resilient companies without being defensive.
Past Performance vs
Equity Large Cap
Jan 22, 2015
Past performance doesn't guarantee future returns & is inclusive of all rebalances. Download chart