Introduction

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Ace Equity Portfolio is a bottom-up, fundamental oriented Direct Equity Portfolio utilizing the Value to Growth theme.

The strategy intends to represent two distinct investment categories each with unique characteristics and investment strategies: -

Value stocks are the stocks of the companies that are undervalued or priced lower than their intrinsic worth based on financials metrics like price to earnings ratio, book value or cashflow.

Growth stocks are the companies expected to have above average earnings or revenue growth compared to the market.

These companies are often newer or in expanding industries focusing on capturing market share rapidly.

Value to Growth stocks are the stocks expecting a turnaround in their earnings after a long stagnation; these stocks reflect higher potential in their CAGR earnings & there is possibly increased re-investment in business.

6 ways to success

1. Value to Growth stocks with turnaround in earnings

2. Use of ICICI Securities money flow model to pick up timely winners.

3. Higher allocation to hidden gems of Nifty.

4. Optimal diversification which manages concentration risk and alpha potential.

5. A portfolio offering high earnings growth and High ROE.

6. A portfolio composed of industrial leaders ensuring a safe journey to capital appreciation.