Investing in a bull market is pretty much like a hunter’s job. You have to hunt for stocks that are priced well for the growth and value they posses at the time of purchase. The BM Horizon Hunter will focus on buying those small and mid caps that are of a buy and hold types. The idea is to focus on those companies that will grow earnings at above 20% CAGR for the long term and thereby become large caps if held for the entire duration of the growth. 

We intend to buy those stocks that are priced well for the earnings that the company promises to grow at.

These stocks do not need constant rebalancing because they are not a part of any market flavour. The only flavour will be growth and value. We will concentrate the portfolio in a maximum of 15 stocks and the mid and small cap part of portfolio will be 85% of the total weight at most times.  

We aim to restrict the portfolio to a select group of long term secular growth themes originating from:

a) Consumer

b) Banking & Financials

c) Technology including exports

d) Healthcare

This smallcase is mostly for an exclusive group of investors who want to participate in the buy and do not disturb type of stocks.