Methodology

Value Stack's strategy starts with the lowest twenty percent of stocks using the book/market ratio (the inverse of the price/book ratio). Growth firms on average do not beat the market over time but Mohanram identifed eight criteria that can be used to separate the winners from the losers. His criteria are split into three distinct groups. His model looks at profitability using criteria like return on assets and cash flow from operations, consistency using the variance of return on assets and sales, and a willingness to invest for the future using capital expenditures, advertising and research and development. He found that when combined together, these criteria helped to identify growth firms that are likely to sustain that growth.

Created by experts at AlphaNiti

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Our US stacks on Stockal platform have been built to provide investors access to a high-quality combination of stocks which captures mega trends/themes with a single execution facility. We see significant growth in investments in the US market and our US products have a strong competitive edge given our deep on the ground expertise in that market.

Stack CAGR 27.32


Max DD 31.29%


Sharpe Ratio 1.71


Rebalancing Frequency Quarterly

VaR 2.59%

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