Turtle Value

All publicly traded companies on the National Stock Exchange of India, covering 90% market capitalization, are included in the universe.

The marketsmith-gateway team does individual stock picking after going through company reports and financials and decides on a host of qualitative and quantitative parameters to be considered while screening stocks for the respective theme

Following parameters are considered while assigning weights to stocks in this smallcases Market capitalization Management quality and vision theme exposure, revenues and earnings visibility

This smallcase has a quarterly rebalance schedule. Once every quarter, the research team reviews this smallcase and realign the weights with the selected asset allocation strategy for the next quarter

Our Portfolio Managers and Quant &amp; Research team study various research papers and empirically test various strategies to identify the best performing portfolio of stocks. We follow a systematic, rules-based methodology to avoid any human bias in selecting companies for the portfolio.

Turle Value Quant

Turtle value is low volatility portfolio of value stocks selected based on our proprietary metrics.

Turle Value Quant

Overview

Stocks & ETFs

At a Glance

Holdings Distribution