PROCESS Flow

SCREENERS


- Sales growth,

- PAT growth

- capacity utilisation

- Valuation dislocation

- EV/Sales, PE ratio

- EV/EBITDA

- Debt

- Dividend track record

- Promoter ownership

- Insider Buying

- Industry Leadership

- Credit rating

- Long term track record

RESEARCH


- Annual report

- Quarterly results

- Industry & company news

- Management interviews

- Third party research

- Management meetings

- Press releases

- Conference calls/ Analyst meets




PORTFOLIO CONSTRUCTION

- 15-20 stocks

- Balance across sectors

- Catalyst for stock re-rating