Name: Special Situations Theme
Brand: smallcase
SKU: RUPENM_0016
Price: 23298 INR

Paterson (formerly Rupeeting) is a SEBI-registered investment advisor, offering expertly curated smallcases along with personalised portfolio advisory across stocks and mutual funds. Every smallcase is research-backed, crafted with high quality stocks, curated for investors with an edge.

In simpler words, Paterson is your trusted partner for all things wealth. We’re a team of seasoned fundamental analysts and investment professionals, committed to long-term wealth creation through disciplined, research-backed strategies.

Paterson is one of India’s oldest and most respected financial services companies with a legacy that dates back to 1935.

Nifty_SM100

Special Situations Theme

Sagar Lele

Special events that make big money - mergers, acquisitions, demergers, spin-offs, turnarounds. 

Publicly listed companies, traded on the NSE, across large, mid and small caps

We identify special situations—event-driven catalysts such as mergers, demergers, restructurings, or corporate actions that create pricing inefficiencies. Each event is analyzed for its potential to unlock value and drive capital appreciation, with a focus on managing risks and timelines to systematically exploit market anomalies.

We monitor corporate announcements, regulatory filings, and market developments to shortlist opportunities arising from special situations. Events are screened based on value creation potential, feasibility, and risk-reward balance before being considered for investment.

Weightage of stocks depends on expected returns, standard deviation, conviction, weight of the underlying sector and portfolio weight across market caps

This smallcase will be rebalanced on an as-needed basis

Special Situations Theme

Special Situations Theme

Overview

Stocks & ETFs