Comment on Introducing smallcase — Invest in ideas

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 https://www.smallcase.com/meta/disclosures

Thanks for the suggestions, keep them coming

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