Wright 🌱 Smallcaps

Invest in smaller stocks, selected using multi factor quantitative methodology

Returns: 34.9 % (2Y)

Volatility:

Low Volatility


Portfolio Update:

Monthly


Min Investment:

48189


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This strategy invests in high-quality small-cap stocks. This strategy is specifically built to take advantage of the tremendous growth potential of the smaller stocks.


  • This multi-stock portfolio of 20-25 stocks is selected from the smallcap universe.
  • The underlying equity themes include selecting high-quality small-caps with high momentum and low volatility.
  • The historical performance of this portfolio has beaten the benchmarks by a wide margin.
  • The rebalance of the portfolio is usually done every month to keep turnover low.
The underlying equity themes consist of selecting high quality smallcaps with high momentum and low volatility.
Equity Allocation 100%

PB Ratio

3.12

PE Ratio

26.57

Rebalancing Frequency

Monthly

Next Update

Oct. 1, 2022

Type

Model-based

Performance Metrics

Disclaimer: The content and data available in the material prepared by the company and on the website of the company, including but not limited to index value, return numbers and rationale are for information and illustration purposes. Use of back-tested data has inherent limitations including the following: The results do not reflect the results of actual trading or the effect of material economic and market conditions on the decision-making process, but were achieved by means of retrospective application, which may have been designed with the benefit of hindsight. Actual performance may differ significantly from back-tested performance. Information present in the material prepared by the company and on the website of the company shall not be considered as a recommendation or solicitation of an investment or investment strategy.