Name: Listed Venture Capital
Brand: smallcase
SKU: LTDMO_0001
Price: 88567 INR

Accelerate your wealth with curated equity baskets from Lotusdew. We are a fresh and alternative invest-tech company focused on creating AI-driven portfolios that represent the future of wealth management. We use AI/ML to build curated portfolios, leveraging our proprietary datasets and a technology-focused approach that minimizes dependence on individual expertise. Our key strengths include evaluating board governance, monitoring global institutional investor behavior, and applying deep learning to denoise equity price signals.


Nifty_SM100

Listed Venture Capital

Abhishek Banerjee

Venture Capital style investments into small listed companies with quality governance board & quality earnings poised to grow

All publicly traded companies on the National Stock Exchange of India, covering 90% market capitalization, are included in the universe. This portfolio is not available for US persons, including US citizens and residents.&nbsp;The portfolio represented herein is available only to Indian residents.&nbsp;For US persons, please refer to the LotusDew website: <a href="http://www.lotusdew.com/" rel="noopener noreferrer" target="_blank">www.lotusdew.com</a>

The lotusdew 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 theme

Following parameters are considered while assigning weights to stocks in this smallcases<ul><li>Market capitalization</li><li>Management quality and vision</li><li>Theme exposure, revenues and earnings visibility</li></ul>

This smallcase will be rebalanced on an as-needed basis

The team does in-depth research to decide the criteria to be used for constituent screening

smallcases are checked for historical outperformance to ensure that only consistently outperforming strategies are selected

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

Listed Venture Capital

Listed Venture Capital

Overview

Stocks & Weights