About the smallcase
This smallcase focuses on financially disciplined companies that combine strong capital efficiency, consistent growth, and rising shareholder payouts.
- Companies that manage their investments well tend to achieve consistent earnings growth. This smallcase identifies such companies by selecting those with above-average Return on Equity (ROE) and earnings growth within their respective sectors.
- While earnings can sometimes be manipulated through accounting practices, cash flow is harder to distort. Therefore, this smallcase uses a cash flow-based valuation approach to identify companies trading at attractive valuations, rather than relying solely on earnings-based valuation.
- The smallcase further narrows down to include only companies that are also experiencing positive dividend growth.
Invest in this smallcase to gain exposure to well-managed, efficiently-run businesses available at comfortable valuations.
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About the Manager
Alice Blue
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