About the smallcase

Explore the potential of our high momentum strategy, which balances performance and volatility for the opportunity of long-term growth and the potential to outperform the index.

Key highlights include:

  • Track record of consistently outperforming benchmarks in diverse conditions.
  • A diverse, 20-25 stock portfolio, handpicked from the top 500 universe.
  • High-quality stocks with strong momentum and low volatility.
  • Return potential in bull markets and resilience in high-risk regimes.
  • Monthly portfolio rebalancing to maintain low turnover.

Invest in our Momentum Strategy for potential rewards, supported by proven performance and smart risk management.

Read more about Wright Momentum Model

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Understand smallcase costs and returns

Understand smallcase costs and returns