Comment on Introducing smallcase — Invest in ideas

Vasanth commented on 11 Sep 2016, 10:48 PM

Hi 27pin, thanks for checking smallcase out! Appreciate it

1) Not right now, what we do is update the list of stocks each quarter based on what fit the theme/rationale of the smallcase best. What you said is something we want to do, and are working on

2) Nope, in the case of model-based smallcases like Growth at a Fair Price (smallcases that are based on models – those that belong to Investment Strategies/Dividend & Income types) – we have rebalanced the smallcase every quarter for the last 2 and a half years to arrive at the returns. So it’s more a reflection of the model/criteria used in the rationale rather than the current list of stocks. You can read more about the same here

Thanks for the suggestions, keep them coming

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