H2 SELECT Smart Beta

H2 SELECT Smart Beta

by H2 INVESTMENT MANAGERS

SELECT Stocks Portfolio based on Fundamental Analysis and Technical Analysis out of BSE/NSE 500.


About the smallcase

H2 SELECT

This strategy is for long term nature. Horizon for this strategy is about 5 to 10 years.

If anyone wants quick money in the short term then this strategy is not suitable for you. As Warren buffet rightly says "You can't produce a baby in 1 month by getting nine women pregnant".

This is a H2 SELECT Stock Strategy based on a mix of Fundamental Analysis and Technical Analysis out of S&P BSE 500 & NSE NIFTY 500.

STRETAGY CHARACTERISTICS

  • Good for HNIs.
  • Value + Growth + Technical Strategy
  • This portfolio consists of stocks selected from the S&P BSE 500 & NSE 500 universe.
  • Focused on companies with decent fundamentals and avoiding the terrible ones.
  • Initiation of Entry on Basis of Technical Breakouts.
  • H2 SELECT Consist Portfolio of Minimum 6 to Maximum 25 stocks

This small case Strategy is structured to be long-term in nature and it is highly recommended only for subscribers who have an investment horizon of at least 5 to 10 years. H2 INVESTMENT MANAGERS will always prioritize longevity of healthy returns over short-term high returns.

We suggest a minimum investment >25 lakhs in this small case portfolio (lump sum or over a period) for the fees to make economic sense.

The focus is to create long-term wealth for subscribers. We will focus a lot on behavioral aspects of investing and focus on process.

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About the Manager

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