About the smallcase
- The Cyclical Bets Smallcase is a Research Analysis service comprising a diversified list of 15-20 stocks of different sectors that are in the early stage of turnaround and expected to do well in the medium and long-term.
- This is one of the best performing smallcase and the stocks have given a significant outperformance.
- We are likely to follow a basket approach of investing in a particular sector. These stocks are likely to outperform as the cycle improves and offer the potential of significant re-rating. We have extensive experience in cyclicals and the founders are considered an authority in cyclical and contra-cyclical investing due to their vast experience in this style of investing.
- We look at companies with good corporate governance practices, a sustainable balance sheet, and past downcycle survivors.
- Our founders have done extensive dissemination of knowledge in cyclical investing.
- Recommended amount > 5 lakhs (lumpsum or over a period). This is not advise but purely to convey for the fees to make commercial sense. How much to allocate is purely investor decision and discretion.
- This is NOT a model portfolio. Allocation in each of the stocks is to be done by the subscriber as per his/her risk profile in consultation with their Investment Advisor. We have no recommendations on Allocation.
Past Performance vs
Mar 20, 2021
Note: All performance graphs & numbers are calculated using only the live data and includes rebalances. Past performance doesn't include cost or guarantee future returns.
About the Manager
Aurum Capital is a SEBI registered Research Analyst firm. Aurum Capital founders have close to 5 decades of experience in Indian and International equities. The rich industry experience helps us understand companies, the complexities of businesses, and the tipping points that make or break companies. Our research is not limited to number crunching, but going beyond this and doing scuttlebutt research. The founders have a deep understanding of the market, business, and economic cycles and are considered premier authorities on this subject in the Indian market. The founders regularly appear on Indian Business Channels and Newspapers.