smallcases in 2016
In this post we are highlighting some of our top performing investment strategy smallcases in the year 2016 (not including the low-cost versions). The benchmark Nifty Index has generated a return of 3.67%, since 30th Dec 2015
Bargain Buys
This smallcase is based on investment philosophy of Warren Buffett’s mentor and father of value investing-Benjamin Graham. The smallcase is designed for laymen investor and reflects Graham’s belief that inexperienced equity investors should invest into conservatively financed companies with long profitable history. This smallcase has generated a return of 36.86% in the year 2016 and a return of 26.27% since 13th July, when we launched :)
Cash of the Titans
Robust companies can operate effectively under a variety of macroeconomic conditions. This smallcase selects such companies that have strong balance sheet and also pay dividends to supplement your price returns. It has generated a return of 28.61% in last year and a return of 15.87% since we launched
The Naked Trader
This smallcase is created on the basis of an investment criterion set out by Robbie Burns in his book “The Naked Trader: How Anyone Can Make Money Trading Shares”. smallcase selects low debt companies which are experiencing revenue, earnings and dividend growth. This smallcase has generated a return of 25.2% in the calendar year 2016!
Low Accruals
Earnings can be manipulated through bad accounting practices, but it’s harder to do the same for actual cash. This smallcase shortlists companies whose cash from operations is higher than net profit and are also experiencing high earnings growth. It has generated a return of 22.6% in the year 2016 and a return of more than 20%, since our launch
All smallcases
The table below summarizes the performance of all smallcases in different time periods, as of EOD 29th Dec’16. As you can clearly see in the table, on an average smallcases have generated more return than equity Mutual Funds in every time period!
This new year, we hope you take a resolution to invest in low cost, transparent and easy-to-understand products. Wish you a very happy and prosperous new year!
