The portfolio aims to generate long-term capital appreciation by investing in mis-priced stocks
Investment Rationale
This strategy aims to generate long-term capital appreciation by investing in mis-priced stocks facing special situations. The mis-pricing of stocks can occur due to companies facing special situations like Corporate action (M&A, Delisting, Demerger, Reverse Merger etc), regulatory/policy changes, management restructuring, Technology led disruption or any temporary challenges in the working environment.
The strategy, consisting of max 25 stocks each caters to one or more themes: Event based situations, strong sectoral shifts and disruption due to new emerging themes
The portfolio rebalance is done as and when required.
smallcase is played out