About the smallcase

This smallcase is designed based on the time-tested philosophy of value investing, which aims to identify companies with a competitive advantage or moats that are undervalued by the market, and have the potential to deliver superior returns in the long run. 


Our investment philosophy is based on identifying hidden gems - emerging companies with enormous potential but often overlooked by the market participants. We do this by cutting through the market noise and leveraging our extensive research capabilities, including management interactions and channel checks, to minimize risks for our clients.


We carefully select these stocks after studying several key factors, including cash flow, top-line and bottom-line growth, promoter holding, management quality, valuations, and more. We also focus on fundamental triggers such as capacity expansion, debt reduction, change in management, industry tailwinds, favorable government policies, structural stories, turnaround plays, and more.

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Understand smallcase costs and returns

Understand smallcase costs and returns