Name: FC Special Situation Strategy
Brand: smallcase
SKU: FINCANM_0002
Price: 46623 INR

FinTrekk Capital is founded by Amit Kumar Gupta, who is a SEBI registered Research Analyst and act as proprietor. It specialising in identifying emerging and fundamentally strong businesses, with a mix of value and growth investing. The vision is to assist our investors in beating inflation as well as outperforming market across cycles.

Nifty_SM100

FC Special Situation Strategy

FINTREKK CAPITAL

The portfolio aims to generate long-term capital appreciation by investing in mis-priced stocks

All publicly traded companies on the National Stock Exchange of India are included in the universe

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

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 Scuttlebutt approach is used to find as much about the company and its products/services as possible. The approach requires a constant desire to know much about the companies, sectors and industries and be open to stock-specific opportunities. Our investment philosophy is to invest in a diversified basket of stocks which can deliver significant alpha over the benchmark. We avoid unnecessary churn in the strategy to keep minimal transaction costs.

Following parameters are considered while assigning weights to stocks in this smallcases<ul><li>Market capitalization (NSE 500)</li><li>Management quality and vision</li><li>Minimizing Opportunity cost while including stock</li><li>Should fit into investment strategy</li><li>Should satisfy one of the three themes for inclusion - ST event, MT disruption or LT turnaround.</li><li>Special situation pertaining to Corporate takeovers, M&amp;A, delisting, demerger etc.</li></ul>

This smallcase will be rebalanced on an as-needed basis

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

FC Special Situation Strategy

FC Special Situation Strategy

Closed smallcase

Overview

Stocks

Closed smallcase