Name: Post-IPO Quality Theme
Brand: Windmill Capital
SKU: SCNM_0028
Price: 33908 INR
Availability: InStock

Nifty_SM100

All publicly traded companies on the National Stock Exchange of India, which rank in the top 1000 by market capitalization and recently listed, are included in the universe

<ul><li>At Windmill Capital, our team crafts thematic portfolios inspired by long-term macro trends. We pinpoint key sectors, industries, and stocks poised to thrive amidst these emerging trends. Each selected stock or ETF undergoes a thorough evaluation process, which includes reviewing company’s investor presentations, conference calls, and sector reports to ensure a perfect thematic alignment</li><li>After shortlisting, these stocks are meticulously analyzed based on fundamental factors and their recent financial performance. This structured approach enables us to build high-conviction portfolios that resonate with sustainable market trends</li><li>Post-IPO Quality smallcase adopts a structured, multi-layer approach to the recently listed universe - beginning with a qualitative review of each company's DRHP to assess promoter integrity, related-party dealings and IPO structure before any financial assessment is made</li><li>Fundamental continuity forms the primary screening layer, wherein value and relative price strength factors are applied to refine the selection - ensuring that chosen companies carry their pre-listing financial trajectory into public life, are not excessively overvalued, and are recognised by the broader market</li></ul>

<ul><li>Stocks qualifying the above mentioned research criteria are selected for further analysis</li><li>Proprietary liquidity filters are applied to remove ill-liquid stocks from this list</li><li>A special check is further applied to remove stocks, where a significant part of the promoter holdings are pledged</li><li>Stocks are further removed on the basis of red flags such as stock’s presence in ASM/GSM list of the exchanges, severe negative news flow, governance concerns etc</li></ul>

The list of selected stocks is weighted such that the risk contribution of each stock in the smallcase is equal. By focusing on risk instead of marketcap or value, this weighting scheme provides better diversification and protection against market volatility

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

Post-IPO Quality Theme

Compare with 101st-250th market cap stocks

Compare with 251st-350th market cap stocks

Compare with 101st-500th market cap stocks

Recently listed companies with proven profitability and rigorously filtered for quality checks

Post-IPO Quality Theme

Overview

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