TrendlineZ is a SEBI registered Research Analyst 
dedicated to offer unparalleled research on asset classes

Nifty_SM100

TrendlineZ Value

Harshul Vohra

A strategy which aims to invest in fundamentally strong companies at discounted prices.				

All publicly traded companies on the National Stock Exchange of India, covering 90% market capitalization, are included in the universe

Trendlinez research includes following components:1. Future Earnings growth of the companies are studied to analyse their potential ROI2. Proprietary fundamental filters are taken into account to know the strength/moat of the businesses3. Valuation of the businesses are done by using proven standard principles to get their fair value4. Margin of safety principles are followed to safeguard investments5. Technical analysis is employed to get a smarter entry by analysing statistical trends gathered from trading activity, such as price movement and volume

All our strategies are checked for historical outperformance to ensure that only consistently outperforming strategies are selected

The trendlinez team does individual stock picking after going through company reports and financials and decides on a host of qualitative and quantitative parameters to be considered while screening stocks for the respective theme.A special check is applied to remove stocks, where market capitalization is under 1000 cr.

Following parameters are considered while assigning weights to stocks in this smallcases<ul><li>Market capitalization</li><li>Management quality and vision</li><li>Theme exposure, revenues and earnings visibility</li></ul>

This smallcase will be rebalanced on an as-needed basis

The final screened stocks are then weighted according to the selected asset allocation algorithm

TrendlineZ Value

TrendlineZ Value

Overview

Stocks & Weights