Financial Powerhouse

All publicly traded companies which offer financial services as their core offering are a part of this universe

The research team follows 3 steps. In the first step the companies are screened based on fundamentals and expected growth. In the second step, we use porters five forces model to test the competitive strength of the company. Finally in the third step, the companies the qualify step 1 and 2 and are available at good valuation are selected for the portfolio

The companies are screened based on growth, valuation and forecasted earnings.

Weights are assigned based on risk and expected return

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

Financial Powerhouse Theme

A portfolio consisting of diversified Fin-Serv companies with strong return-generating capabilities.

Financial Powerhouse Theme

Overview

Stocks & Weights

At a Glance

Holdings Distribution