Embark on a value-centric investment journey with the Factor Fusion Value smallcase. Our approach begins with a broad universe defined by the Nifty Total Market Index, where we seek out stocks that the market has overlooked, yet they hold intrinsic value that suggests a brighter financial future. We focus on stocks that offer a substantial margin of safety and possess the fundamentals that underpin potential appreciation.

Our value investing methodology is anchored in thorough research and screening for undervalued stocks, employing GoalFi's proprietary multi-factor analysis to uncover opportunities that others might miss. The selection process is stringent, prioritizing stocks with solid earnings, strong balance sheets, and a discount to their intrinsic worth. The weighting of each stock in the smallcase is carefully considered to ensure a diversified portfolio that is aligned with our value investment thesis.

Rebalancing the portfolio is not bound by a rigid schedule but instead is conducted on an ad hoc basis, driven by our analysis of market valuation changes and company fundamentals. This agile approach allows us to respond to market opportunities and risks proactively, with the potential inclusion of hedging instruments like Gold Bees or Liquid Bees to protect against downside risks.