Name: Value High Five + ETFs
Brand: smallcase
SKU: WETRNM_0002
Price: 4591 INR

WealthTrust Capital Services (Partnership Firm for Investment Research & Recommendation Services) is a SEBI Registered Research Analyst Firm.

The partners have a decade of experience across investments. Their experience across business cycles aids in their research methodology and helps in outperformance across relevant benchmarks. 

The main strategy is to select undervalued stocks, where we see potential of turnaround and thus outperformance to the larger market. 



Nifty_SM100

Value High Five + ETFs

Sneha Jain

Selection of undervalued stocks and adding benefits of index ETFs (Equity & Gold).

All publicly traded companies on the National Stock Exchange of India are included in the universe

The team does in-depth research to decide the criteria to be used for constituent screening

The research 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 strategy

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 has a monthly rebalance schedule. Once every month, the research team reviews this smallcase to add or drop stock/ETFs, if applicable

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

Value High Five + ETFs

Value High Five + ETFs

smallcase is played out

Overview

Stocks & ETFs

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