About the smallcase
This is an asset allocation version of the Straight Flush smallcase. The equity portion of the smallcase selects good quality smallcap growth companies to help create wealth steadily over the long term.
- The underlying theme of the smallcase mimics the pure equity version smallcase “Straight Flush”
- In the equity portion, selected companies are experiencing positive earnings growth in the recent past as well as expected to generate positive earnings growth in the future
- Consistent free cash flow generation, comfortable leverage positions and high return on equity also highlight the quality as well as the prudent capital management of the companies
- To reduce the risk of the smallcase, we include other asset classes like gold and debt which is not done in the original smallcase. Thus, this version of the smallcase provides better risk-adjusted returns, especially during market turmoil
This smallcase is suitable for those who want the benefit of the “Straight Flush” smallcase strategy with added protection of asset allocation to safeguard against prolonged market downturns. This version of smallcase reduces fluctuation in portfolio value while providing a smooth wealth creation journey.
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