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We run two portfolios on Smallcase, catering to retail investors based on their risk profile.
This Flexicap Smallcase portfolio consists of stocks that meet all the fundamental and technical filters required for us to invest in these companies.
Stocks included in this Smallcase are fundamentally very good and available at very reasonable valuations. They would have also given a technical breakout (either Reversal breakout or All time high breakout), making them ideal candidates for inclusion in our portfolio.
Similarly, we exit companies where the Valuations have gone up too much, and technically the stocks are going into a downturn. We rely on Fundamental and Technical indicators to optimize for our entry and exit positions. This is a Flexicap portfolio where we invest in companies of all sizes (from small caps to large caps); hence, this portfolio is fairly diversified.
This is a portfolio focused on capital building where the idea is to make anywhere from 50% to 200% returns in a stock and then exit those positions and keep rotating our capital in new opportunities. The holding period in a stock can be anywhere from 3 months to 3 years, depending on the opportunity size. It is an actively managed portfolio created with the sole intention of beating Index/Mutual Funds over the long term.
This Smallcase portfolio comprises of very Small/Microcap companies anywhere from 500 Crores in Market Cap to 10,000 Crores in Market cap. The idea is to find multi-bagger opportunities by investing in companies that are small today but have the potential to become mid-cap and eventually large-cap, generating huge wealth for its shareholders.
One of the ways we go about selecting stocks is to look at the broad value migration themes for the next 10-15 years and then dig deeper to find good small/micro companies in that industry that are
– Run by smart & honest teams
– Prepared to scale from Small to mid and mid to large
– Have professional management apart from the promoters
– Fairly high corporate governance standards and very low related party transactions
– Have credible board members that are specialists in the industry
We believe that by creating a portfolio of 10-15 high-potential multi-baggers, we can deliver high returns to investors and multiply their capital faster.
Stocks in this portfolio have been selected after detailed fundamental and technical research. These are data-backed, high-conviction, actionable ideas where we believe the risk-reward is in the investor’s favor.
Stocks selected in this portfolio can potentially deliver returns in the range of 50% to 200% over a holding period of 3 months to 3 years. By timing our entry and exit based on Fundamental and Technical indicators, we believe there is potential to deliver alpha over the long term.
Reasons for selecting stocks in this portfolio are:
This portfolio is invested in multiple sectors across companies of different sizes (from Small caps to large caps) and hence fairly diversified. That being said, we invest in max 10-15 companies and avoid holding too many stock positions at a certain point in time.
This portfolio is best suited for aggressive investors who are focused on capital building. Turnover in this portfolio is fairly high since we time our entry and exit based on Technical indicators as well. We don’t intend to hold stocks forever and also don’t invest with the expectation of large dividends. On average, one can expect us to rebalance this portfolio once every two months.
This portfolio is a collection of 10-15 high-potential multi-bagger ideas. You can diversify your portfolio by having some exposure to Small/Mid-cap companies along with large-cap stocks.
These companies belong to industries that have huge long-term industry tailwinds, and their business models are less likely to get disrupted by technological innovation. Additionally, these businesses are run by smart and aggressive managers who aspire to scale the company big.
This can be an alternative to investing in small unlisted businesses where listed opportunities allow to
Venture Capital Investors’ portfolio is for aggressive (high-risk) investors who are comfortable owning small businesses. Investing in early-stage businesses can be risky for various reasons, including:
There can be large drawdowns in the stock prices of these companies, and hence one must be able to bear the risk of large drawdowns. However, small companies have the potential to grow faster than their industry counterparts and delivery better returns over the long term if selected properly.
We rebalance this portfolio once every few months to remove companies that are not executing/performing and increase our stake in companies that deliver consistent results.
Fill out the quick form below, and one of our dedicated team members will be more than happy to give you a call back.
