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    Investment Philosophy Group3

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    Aayushi Chandwani
    The investment philosophy of StableGrow fund will be based on the CANSLIM strategy proposed by William O'Neil which uses a balanced fundamental and technical analysis approach to identify high-growth stocks. The strategy analyzes factors like current and annual earnings growth, new products/services, demand, institutional sponsorship, and market direction. StableGrow will take a bottom-up approach, investing in a mix of blue-chip and emerging stocks across traditional and new-age businesses. The goal is to generate long-term growth while protecting against inflation through a balanced portfolio of well-governed companies with strong growth prospects.

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    Investment Philosophy Group3

    Uploaded by

    Aayushi Chandwani
    27 views3 pages
    The investment philosophy of StableGrow fund will be based on the CANSLIM strategy proposed by William O'Neil which uses a balanced fundamental and technical analysis approach to identify high-growth stocks. The strategy analyzes factors like current and annual earnings growth, new products/services, demand, institutional sponsorship, and market direction. StableGrow will take a bottom-up approach, investing in a mix of blue-chip and emerging stocks across traditional and new-age businesses. The goal is to generate long-term growth while protecting against inflation through a balanced portfolio of well-governed companies with strong growth prospects.

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    The investment philosophy of StableGrow fund will be based on the CANSLIM strategy proposed by William O'Neil which uses a balanced fundamental and technical analysis approach to identify high-growth stocks. The strategy analyzes factors like current and annual earnings growth, new products/services, demand, institutional sponsorship, and market direction. StableGrow will take a bottom-up approach, investing in a mix of blue-chip and emerging stocks across traditional and new-age businesses. The goal is to generate long-term growth while protecting against inflation through a balanced portfolio of well-governed companies with strong growth prospects.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    27 views3 pages

    Investment Philosophy Group3

    Uploaded by

    Aayushi Chandwani
    The investment philosophy of StableGrow fund will be based on the CANSLIM strategy proposed by William O'Neil which uses a balanced fundamental and technical analysis approach to identify high-growth stocks. The strategy analyzes factors like current and annual earnings growth, new products/services, demand, institutional sponsorship, and market direction. StableGrow will take a bottom-up approach, investing in a mix of blue-chip and emerging stocks across traditional and new-age businesses. The goal is to generate long-term growth while protecting against inflation through a balanced portfolio of well-governed companies with strong growth prospects.

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    STABLEGROW

    FUND

    INVESTMENT
    PHILOSPHY
    Group 3
    Priyanshi Shah (J026)
    Shashank Jain (G009)
    Sidharth Sharma (G036)
    Sonal Bajoriya (G043)
    Utkarsh Bhargava (G052)
    INVESTMENT PHILOSPHY

    CANSLIM strategy will form the driving force of all our investment decisions. This technique
    was proposed by William J. O’Neil focuses on investing in right growth stocks to invest using
    a balanced fundamental and technical analysis approach.

    Breaking Down CANSLIM:

    C (Current
    Quarterly
    Earnings)

    M (Market A (Annual
    Direction) Earnings)

    N (New Product,
    I (Institutional
    Service or
    Sponsorship)
    Management)

    L (Leader or S (Supply and


    Laggard?) Demand)

     Current Quarterly Earnings: Current quarter earnings per share (EPS) should be
    compared to the same quarter in prior year

     Annual Earnings: Over the last five years, the annual earnings should increase

     New Product, Service or Management: New Products, services or a newly appointed


    management affecting the company’s future positively

     Supply and Demand: In times of price increases, the company should have a high
    trading value and a small float compared to other companies

     Leader or Laggard?: The Relative Price Index (RSI) to be analysed to check whether
    the stock is overbought or oversold

     Institutional Sponsorship: Increasing number of Institutional investors like banks and


    Government bodies should be interested in buying the stock of the company

     Market Direction: The stock should be purchased on when the market direction is
    upwards i.e. Bullish
    PURPOSE

    We aim to invest in a combination of stocks that will allow the money to grow over a long
    period of time and protect against wealth erosion and keep up with the rising cost of living.

    OUR APPROACH

    We, at StableGrow, believe that a company’s strong fundamentals play a crucial role in its
    growth rather than the macroeconomic factors or the sector it belongs to. Hence, we plan to
    adopt a bottom-up approach. Our portfolio will carry the right mix of blue-chip stocks along
    with upcoming multi-baggers covering the right mix of both the traditional and new-age
    businesses.

    We strongly We would also While we invest We believe that a


    believe in the actively revisit our for a longer balanced portfolio
    effect of portfolio mix from period, we are is the one which We follow an
    compounding and time-to-time to active investors has the right mix amalgamation of
    aim to focus on make some and constantly of companies growth investing
    businesses that adjustments to monitor our showing a good and value
    we understand get the right risk- portfolio growth story with investing.
    and see a growth reward portfolio companies and a healthy spirit in
    prospect in for you sectors. terms of
    corporate
    governance.

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