Nifty_SM100

Caprize Earnings Momentum Portfolio

We evaluate businesses based on quarterly earnings &amp; which are poised for earnings inflection due to multiple local, global, or government/industry-backed tailwinds.

Caprize Earnings Momentum Portfolio is a strategy designed to profit from key market or company specific trends based on quarterly earnings. These trends usually last for 2-4 quarters. Earnings momentum typically coincides with accelerating revenues and expanding margins there by providing significant operating leverage to earnings and other key financial ratios. Once we identify and buy companies with significant growth momentum, we prefer to wait till market re-rates the valuation in line with growth and operating leverage.

At Caprize we follow Equal Weight Portfolio strategy

This smallcase will be rebalanced on an as-needed basis

Caprize Earnings Momentum Portfolio Fundamental

Compare with 101st-250th market cap stocks

Compare with 251st-350th market cap stocks

Compare with 101st-500th market cap stocks

Strategy designed to profit from key market or company specific trends based on quarterly earnings

Caprize Earnings Momentum Portfolio Fundamental

Overview

Stocks & ETFs