CaprizeInvestment

We will be offering 3 core products, a) Caprize Make in India Portfolio: Invests in companies and promoters who have the ambition, skill set and the process to grow larger in size in a sustained and profitable manner, b) Caprize Earnings Momentum Portfolio: A strategy designed to profit from key market or company specific trends based on quarterly earnings, c) Caprize Inflection Point Portfolio: A portfolio that invests in companies that are at their earnings inflection point

We invest primarily in small and mid capitalization companies, aiming for strong growth potential. We evaluate businesses poised at an earnings inflection point due to multiple local, global, or government/industry-backed tailwinds. , Once identified, we shortlist companies with a) Strong growth visibility: 25-30% CAGR for the next 2-3 years and b) Attractive valuations: forward P/E ratio below 15x. We prioritize investing in companies demonstrating significant operating leverage, alongside expansion in Return on Capital Employed (RoCE) and Return on Equity (ROE), facilitating superior earnings growth. , To assess management quality and business potential, we conduct a stringent due diligence process. Each shortlisted company undergoes a comprehensive assessment based on tangible, intangible, qualitative, and quantitative parameters, informing our internal rating process. , Upon satisfaction with our internal rating, we determine the investment allocation and formulate an exit strategy aligned with the earnings cycle. We will continuously monitor our ideas’ performances, markets and trends to adjust the exit strategy as needed.

A smallcase is a curated basket of stocks/ETFs* that reflects a certain objective (ideas, themes, strategies), backed by the research of the smallcase manager. You can invest in a smallcase in 2 clicks., *ETFs (Exchange Traded Funds) are baskets of securities that track an underlying index (Nifty, Gold, etc) and can be bought and sold on the exchange.

The smallcase manager decides who can invest in the smallcases created by them and can create two types of smallcases :, Exclusive smallcases : smallcases which require a subscription to the smallcase manager's Advisory in order to invest in the smallcase. You can subscribe to a smallcase directly from the smallcase profile through the subscription form., Public smallcases : smallcases in which anyone who has an account with our partner brokers can invest. You can invest in this smallcase by clicking on “Buy smallcase” in the smallcase profile and logging with your broker credentials.,

When you buy a smallcase, the index value is set to 100 on the buy day - this helps you track the total returns without having to monitor each stock. You can also use the performance metrics to get a more detailed understanding of your smallcase.

There are no lock-in periods, so you may sell your smallcases anytime. As a concept however, smallcases work best when used for long-term investing.