All publicly traded companies on the National Stock Exchange of India are included in the universe. We also invest in different instruments traded on the NSE like ETFs, differential equiy, bonds, gilts, mutual funds etc.

The Old Pine research team does in-depth research to decide the criteria to be used for constituent screening and includes the following. <ul><li>Top down approach of investing which encompasses our reading of macro- economic environment, earnings growth trajectory, market cycles, valuation phases and sector related tailwinds</li></ul> <ul><li>Bottoms up approach to fundamental investing which encompasses our analysis of quality of management, growth drivers, longevity &amp; durability of business growth, opportunity size, quality of business and valuation matrix.</li></ul> <ul><li>Behavioral &amp; psychological understanding of the market with respect to various stages of the markets such as panic, mania &amp; crashes.</li></ul> <ul><li>Specialization in selling or exiting at an opportunistic time. We believe that buying is over rated and selling is under-rated in Indian markets. We would use this as an edge in our investing approach.</li></ul>

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

The research 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 strategy

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

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

Old Pine Multibagger Portfolio

Long only portfolio with a combination of core satellite allocation and a momentum strategy

Old Pine Multibagger Portfolio

Overview

Stocks & ETFs

At a Glance

smallcase is played out