Name: B O L D
Brand: smallcase
SKU: CRALMO_0003
Price: 21458 INR

Based in Kolkata, India's former financial capital, we are leveraging data science and modern financial theories to transform a multigenerational equity broking and trading business into a retail-centric boutique equity advisory firm with the mission of providing premium and professional services to retail investors

Nifty 100 Index

B O L D

Mayank Mehra

Invest in our strategy where we Buy Out-of-favor and Late-to-realize Potential (BOLD) Stocks

All publicly traded companies on the National Stock Exchange of India are included in the universe

The team does in-depth research to decide the criteria to be used for constituent screening

smallcases are checked for historical outperformance to ensure that only consistently outperforming strategies are selected

We look for sectors which have become unfashionable to own, where most momentum investors are no longer interested and early signs of panic have started showing. We feel only in such scenario a wide "Margin of Safety" exists where even undervalued stocks with decent growth prospects have fewer takers.

Following parameters are considered while assigning weights to stocks in this smallcases<ul><li>Market capitalization</li><li>Management quality and vision</li><li>Theme exposure, revenues and earnings visibility</li></ul>

This smallcase will be rebalanced on an as-needed basis

The final screened stocks are then weighted according to the selected asset allocation algorithm

B O L D

B O L D

Overview

Stocks & Weights