Innovating Growth - Quality Mix All Cap Model captures high-growth, high-quality companies with strong financials and long-term expansion potential. By integrating Growth & Quality factors, this strategy balances capital appreciation with financial strength, making it ideal for investors seeking sustainable returns.

📌 Factor-Based Selection: Growth & Quality

✔ Growth Factor: Identifies companies with strong revenue & earnings expansion.

📌 Key Growth Metrics:

• Revenue & EPS Growth (YoY & 3Y CAGR) – Indicates business expansion.
• ROE & ROCE Growth – Measures profitability.
• Sales & Margin Expansion – Signals operational strength.
• Earnings Stability – Prefers steady upward trends.

✔ Quality Factor: Ensures companies are financially sound and efficient.

📌 Key Quality Metrics:

• High ROE & ROCE – Identifies strong businesses.
• Profit Margins & Free Cash Flow Growth – Ensures stability.
• Low Leverage (Debt-to-Equity Ratio) – Enhances resilience.

📌 Strategic Allocation & Risk Management

✔ Quarterly rebalancing minimizes churn while maintaining factor exposure.

✔ Factor-weighted allocation prioritizes high-scoring stocks.

✔ Fully Invested – No shift to LiquidBees or GoldBees.

📌 Investment Horizon & Risks

✅ Best for 3+ years, targeting structured factor-driven growth.

⚠ Market & Factor Risks – Growth & Quality may underperform.

⚠ Liquidity Risk – Mid/small-cap stocks may be volatile.

⚠ Rebalancing Risk – Quarterly updates may react slowly to shifts.