The Value Investing Smallcase is a diversified smallcase based on the principles of value-investing. The strategy completed 4 years on Aug 1, 2022 and has been available on https://aurumcapital.in/.

• This is a diversified smallcase comprising of 15-20 stocks with emphasis on risk mitigation and sector-allocation adherence.

• The founders have endured multiple bull and bear markets and have a combined experience of about 5 decades in value investing. The focus is to create long-term wealth and work towards the financial freedom of subscribers. We also focus a lot on behavioral aspects of investing and focus on process.

We will be looking at following opportunities for investment in this strategy.

• Value+Growth at a reasonable price
• Turnaround Opportunities
• Mispriced Bets
• Cyclical/commodity Stocks
• Special Situations

• We look at companies with good corporate governance practices, and sustainable balance sheets and which have survived past downcycles.

• Our founders have done extensive dissemination of knowledge in investing. Please visit https://aurumcapital.in/blogs for details.

• Recommended investment of > 7 lakhs in the portfolio (lumpsum or over a period). This is not advise but purely to convey for the fees to make commercial sense. How much to allocate is purely investor decision and discretion.

• Aurum Capital provides only company research under Research Analyst services. Please consult your Investment Advisor before making investment decisions.