Value investing
Find Stocks based on a Formula from Joel Greenblatt, a True Value investor. We are looking for companies which may see value unlocking.
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| Type | Start Date | Last Rebalance Date | Index Value |
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| Investment Strategy | 03-Mar-2014 | 23-Feb-2018 | 1162.68 |
Born in 1957, Joel Greenblatt, a True disciple of Value Investing, had suggested many techniques on Value Investing which still hold the test of Time. Joel Greenblatt had mentioned certain specific criteria to filter out companies for Value Investing and the results were good. This Universe is specifically looking for High Quality companies that are currently trading at Lucrative prices. The Idea is to make profit from Market's foolishness rather than participating in it.
For10000.00
Past Performance
Portfolio Composition
Methodology
Stock Screening
Minimum Requirement - Liquidity Filters and Promoters Holding
Model Criteria
A Proprietary Model developed for Stock Selection
- Quantitative Research (Valuations, Financials, EPS, Balance Sheet, Cash Flows)
- Qualitative Research (Earnings Quality and Sustainability)
- Momentum Indicators (Filtering out stocks based on Technical Indicators)
Weightage
All Selected stocks are given Equal Weight for better exposure
Historical Backtesting
All model based Safal Nivesh are checked for historical outperformance to ensure that only consistently outperforming models are selected
Rebalance
At the time of rebalance, research team reviews the Safal Nivesh to drop stocks which no longer meet the model criteria and add new qualifying stocks