About the smallcase
MWG Smart Alpha is a long only directional strategy that aims to identifies potential Multibaggers and generate Alpha. We believe if you manage the downside, the upside will take care of itself
- Quantitative: Codified our principles into a systematic factor-based model that eliminates human biases and subjectivity
- Long Term Strategy: Low Churn and longer average holding period
- Bottom-Up Approach: Sector and Market Cap agnostic
- Strong Risk Management: Position sizing ensures outperformance due to lower volatility while maximizing returns
- Diversified: Portfolio of upto 40 liquid stocks from the Top 700 stocks listed in NSE
- Track Record: Back tested from 2003 across various market and economic cycles.
- Returns: CAGR from 2003 - 27.5% vs 15.8% for NSE 500. Max Drawdown: in 2008 - 40.8% vs 63.6% for NSE 500
- Other Assets: Can invest in gold, bonds, international ETFs or cash based on market conditions and available opportunities
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