Name: Themes for Decade
Brand: smallcase
SKU: TIKOMO_0001
Price: 86199 INR

Tikona Capital is SEBI Registered Research Analyst, specialise in Equity Model Portfolio, driven by in-depth research, to C-suite executives, Working professionals, High Net worth Individuals, Family Offices, Corporates and Institutions. Our services are driven by in-depth research, a professional network, and a firm conviction to deliver superior value to our clients.

Nifty 500 Index

Themes for Decade

Tikona Capital

15-20MultiCap stocks from with robust businesses, capable management can outperform for long term

<ul><li>All publicly traded companies on the National Stock Exchange of India are included in the universe</li><li>Large cap stocks primarily and NIFTY 100 stocks</li></ul>

At the heart of our research lies our investment philosophy that prioritizes the creation of long-term wealth through investments in high-quality businesses at reasonable relative valuations. We carefully consider various factors when building portfolios for our products, including: BUSINESS: We analyze the sector opportunity, growth drivers, profitability enablers, and capital efficiency of potential investments to identify robust and sustainable businesses. MANAGEMENT: Our team evaluates the quality of the management team by assessing their track record of healthy return on equity with low leverage, efficient capital allocation, and leadership qualities that create differentiation. VALUATIONS: We give due consideration to business dynamics and management quality while evaluating potential investments, and ensure that they are available at reasonable relative valuations.&nbsp; By considering these factors, we aim to construct portfolios that have the potential to generate superior risk-adjusted returns over medium to long term basis.

<ul><li>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</li></ul>

Following parameters are considered while assigning weights to stocks in this smallcases<ul><li>Future Opportunity</li><li>Management quality and vision</li><li>Theme exposure, revenues and earnings visibility</li><li>Valuations and Relative valuations to its history and peers</li></ul>

This smallcase has a quarterly rebalance schedule. Once every quarter, the research team reviews this smallcase and realign the weights with the selected asset allocation strategy for the next quarter

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

Themes for Decade

Themes for Decade

Overview

Stocks & Weights