Efficiently managed growing companies experiencing positive momentum
Investment Rationale
Earnings growth combined with a strong price trend is a powerful recipe for long-term wealth creation.
- This smallcase is composed of companies that have demonstrated consistent earnings growth over the years, supported by high return on equity (ROE) — a sign of both profitability and efficient capital management.
- The stock selection also incorporates forward-looking expectations of positive earnings growth, ensuring the portfolio reflects not just past performance but also future potential.
- Furthermore, only companies with robust upward price momentum and those ranking in the top quartile of market performance are included, aligning fundamentals with strong market sentiment.
You can access the asset allocation version of this smallcase here
smallcase is played out