About the smallcase
This smallcase aims to quantitatively select high-growth multicap stocks with positive momentum trends. The selection process follows a structured three-layered approach:
- Growth Checks: stocks are screened based on revenue momentum, earnings expansion, operational efficiency, and liquidity strength to ensure a solid foundation for a high-quality growth portfolio
- Momentum Trends: among growth stocks, those exhibiting positive momentum traits are prioritized to align with prevailing market trends
- Risk Management: if sufficient stocks do not meet the defined criteria, the portfolio tilts towards gold to preserve capital until favorable conditions return
This strategy offers an improved risk-reward profile compared to the Equity Multicap and traditional ETFs, making it an ideal choice for investors seeking a long-term, passive approach to wealth building
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