Nifty_SM100

Omni Supertrons – SuperNormal SmallCap

Primarily the companies which have a market capitalization of more than 1000 crore and excluding the top 250 companies that are part of the largecap and midcap universe and are traded on the National Stock Exchange of India are included in the universe.

The portfolio is based on the Scientific Investing framework which sifts through the defined portfolio universe and weeds out capital destroying equities based on&nbsp;an&nbsp;analysis of the balance sheet, cashflows, growth and valuation. It curates a portfolio of capital multiplying companies with SuperNormal Profitability (economic alpha) arising from persistent competitive advantages and growth opportunities (growth alpha). A superior valuation toolkit further capitalizes on Mr. Market’s behavioral errors and selects companies available at SuperNormal Prices (value alpha),&nbsp;i.e.&nbsp;below their intrinsic values.

The Scientific Investing Framework helps building a portfolio of SuperNormal Companies @ SuperNormal Prices exhibiting the following attributes:<ul><li>Fundamental Balance sheet Strength</li><li>Persistent Competitive Advantage</li><li>Large Growth Opportunity</li><li>High Earnings or&nbsp;Cash Flow&nbsp;Yield</li><li>High Compounding&nbsp;or Growth&nbsp;rates</li><li>High Cash&nbsp;or Low Debt&nbsp;to MarketCap</li></ul>&nbsp;The Scientific Investing approach helps in reducing exposure to 3 types of fundamentally risky&nbsp;companies, viz., Capital Destroyers, i.e. companies with weak business operations and weak balance sheets, Capital Eroders, i.e. companies with&nbsp;low or&nbsp;no competitive advantages resulting in inefficient use of shareholder capital and Capital Imploders, i.e. companies which are significantly overvalued making them vulnerable to either company/sector/market/economy specific shocks. The framework helps to identify Capital Multipliers, which are companies with strong,&nbsp;typically,&nbsp;cash-rich balance sheets powering business operations with persistent competitive advantages and resources to capitalize on the potential high-growth opportunities that the company is exposed to.&nbsp;Also, these companies should be available at a significant discount to their intrinsic value.

The portfolio is created with roughly equal weightages for each stock to have a balanced portfolio and to avoid concentration risk.&nbsp;However, sometimes there could be deviations for stocks with higher prices to maintain the earlier ticket size of the portfolio.

This smallcase will be rebalanced on an as-needed basis

Omni Supertrons - SuperNormal SmallCap Fundamental

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Portfolio of high-growth, undiscovered SmallCap cos.

Omni Supertrons - SuperNormal SmallCap Fundamental

Overview

Stocks & Weights

Investment Rationale

Performance

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