About the smallcase
The objective of the investment advisory portfolio would be to endeavor to generate alpha and risk adjusted returns for investors by creating a benchmark agnostic portfolio predominantly within the Top 250 companies. To invest in growth companies where profitability is expected to grow higher than market average
PORTFOLIO CHARACTERISTICS
- Benchmark agnostic diversified portfolio
- Fundamental based ideas picked via a bottom-up approach
- Investment universe predominantly within Top 250 companies with focus on alpha generation along with stability and liquidity
- Select exposure in smaller companies to generate additional alpha
- Endeavor to generate alpha and wealth creation with typically 3-5 years holding period
- Differentiated Portfolio adhering to our "MEETS" Framework
- Portfolio of ~25 companies, single stock exposure limited to less than 10% and sector exposure limited to below 30%
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