Name: Listed Venture Capital
Brand: smallcase
SKU: LTDMO_0001
Price: 55392 INR

This portfolio is not available for US persons, including US citizens and residents.  The portfolio represented herein is available only to Indian residents.  For US persons, please refer to the LotusDew website: www.lotusdew.co

Lotusdew is a DIPP recognized wealth tech company under Startup India Program (DIPP38086). We use big data and machine learning to extract investment ideas from broad regulatory disclosures. We provide quantitative investment management, asset allocation and portfolio construction advise based on our proprietary models.


Long Term Additional Surveillance Measure (LTASM) - Stage I

Nifty 100 Index

Listed Venture Capital

Abhishek Banerjee

Venture Capital style investments into small listed companies with quality governance board & quality earnings poised to grow

All publicly traded companies on the National Stock Exchange of India, covering 90% market capitalization, are included in the universe. This portfolio is not available for US persons, including US citizens and residents.&nbsp;The portfolio represented herein is available only to Indian residents.&nbsp;For US persons, please refer to the LotusDew website: <a href="http://www.lotusdew.com/" rel="noopener noreferrer" target="_blank">www.lotusdew.com</a>

The lotusdew team does individual stock picking after going through company reports and financials and decides on a host of qualitative and quantitative parameters to be considered while screening stocks for the respective theme

Following parameters are considered while assigning weights to stocks in this smallcases<ul><li>Market capitalization</li><li>Management quality and vision</li><li>Theme exposure, revenues and earnings visibility</li></ul>

This smallcase will be rebalanced on an as-needed basis

The team does in-depth research to decide the criteria to be used for constituent screening

smallcases are checked for historical outperformance to ensure that only consistently outperforming strategies are selected

The final screened stocks are then weighted according to the selected asset allocation algorithm

Listed Venture Capital

Listed Venture Capital

Overview

Stocks & Weights