About the smallcase
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.
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Past Performance vs
Current value of ₹ 100 invested once
at launch
would beValue Investing Smallcase
₹ 139.71
Equity Smallcap
₹ 84.92
Note: All performance graphs & numbers are calculated using only the live data and includes rebalances. Past performance doesn't include cost or guarantee future returns.