About the smallcase

This small-case follows a techno-funda strategy, blending technical momentum with strong business fundamentals. It aims to identify companies that demonstrate sustained bullish price action alongside healthy financial metrics such as revenue growth, profitability, and efficient capital allocation. By integrating both disciplines, the strategy seeks to reduce noise, improve conviction, and enhance returns across varying market cycles. Regular reviews and disciplined position sizing support risk management and help maintain alignment with evolving market trends.


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Understand smallcase costs and returns

Understand smallcase costs and returns