About the smallcase
Explore the potential of our high momentum strategy, which balances performance and volatility for the opportunity of long-term growth and the potential to outperform the index.
Key highlights include:
- Track record of consistently outperforming benchmarks in diverse conditions.
- A diverse, 20-25 stock portfolio, handpicked from the top 500 universe.
- High-quality stocks with strong momentum and low volatility.
- Return potential in bull markets and resilience in high-risk regimes.
- Monthly portfolio rebalancing to maintain low turnover.
Invest in our Momentum Strategy for potential rewards, supported by proven performance and smart risk management.
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Blog Post
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Methodology
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Factsheet
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Live Performance
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