Why should you invest in this smallcase?
This smallcase has been created by identifying sectors which, by their fundamental nature, withstand market volatility to a great extent. Within these sectors, we have carefully short-listed fundamentally sound companies, and assigned appropriate risk weightages, to optimize alpha.
Being a momentum/relative strength play, we may undertake discretionary rebalances out of turn, and we advice all our subscribers to implement our suggested rebalances in a timely manner.
Past Performance vs
May 2, 2016
Note: Past performance graph includes changes due to rebalance, events like stock splits & mergers. Also, past performance doesn't guarantee future returns
About the Manager
Founded by Mr Dick Mody, a 30 year veteran in the global financial markets , we are a one-stop-shop IFA firm offering a wide range of financial solutions to individuals, families & businesses. Our core ethos is to provide customized, unbiased & professional advice; ethically.