Mystic Wealth Value (MWV)

Discretion of the manager, usually starts with 3% allocation, moves to 10% as conviction builds

This smallcase has a quarterly rebalance schedule. Once every quarter, the research team reviews this smallcase and realign the weights with the selected asset allocation strategy for the next quarter

MWV is a Value based portfolio sniffing inefficiencies in SpinOffs. management change and GARP

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

MWV Theme

MWV is a Value based portfolio sniffing inefficiencies in SpinOffs. management change and GARP

MWV Theme

Overview

ETFs & Weights

At a Glance

smallcase is played out