Wright Smallcaps Tracker
Wright Research
Small Stocks, Big Potential: Unleash the Wright Smallcaps Revolution.
3Y CAGR
29.36%
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Daily Change
Today's change in this smallcase is
7Y CAGR
CAGR (Compounded Annual Growth Rate) indicates the average yearly return generated by a smallcase from the date of launch. Only live data is considered to calculate the CAGR. Thus, this smallcase has given returns on an average every year since Apr 4, 2016
High Volatility
Stock prices move up and down on a daily basis, resulting in fluctuating investment value. High volatility indicates high fluctuation is expected in the investment made in this smallcase
About the smallcase
Meet Wright Smallcaps. A simple investment strategy aimed at maximizing potential with small-cap stocks. Our approach includes:
- Easy-to-Understand Factors: Picking top stocks using value, quality, and growth.
- Careful Selection: Choosing 20-25 high-potential stocks for impressive results.
- Smart Techniques: Using easy-to-grasp concepts for optimal stock choices.
- Monthly Updates: Keeping the mix fresh and balanced with regular adjustments.
- Low Risk: Managing risks through diverse stock selection.
Explore the Wright Smallcaps Strategy and unlock the growth potential of small-cap stocks.
Methodology
Know how this smallcase was created
Methodology
universe
The Wright Smallcaps strategy focuses exclusively on small-cap stocks, targeting companies with significant growth potential and market presence within the small-cap segment. The universe includes businesses that demonstrate robust fundamentals, earnings momentum, and scalability, offering high upside opportunities. By narrowing the scope to small-cap stocks, this strategy identifies emerging companies with untapped potential, aligned with proven growth drivers such as innovation, sectoral trends, and market dynamics. This universe provides a fertile ground for identifying high-performing small-cap investments.
research
The research process employs a multi-factor approach, combining intrinsic value analysis, quality metrics, earnings growth potential, and momentum indicators to evaluate small-cap stocks. Advanced statistical techniques and AI-driven tools are leveraged to uncover opportunities and mitigate risks. The research framework continuously evaluates market conditions and identifies trends within the small-cap segment, ensuring alignment with emerging opportunities. Additionally, low-volatility screening helps maintain a balanced risk-reward profile, optimizing for both performance and stability in a high-growth space.
stockScreening
Screening involves a systematic evaluation of 20-25 high-potential small-cap stocks from the broader universe. Factors such as intrinsic value, quality, growth momentum, and volatility are rigorously assessed to ensure only the best-performing and most resilient stocks are included. The selection prioritizes companies with strong financials, proven growth trajectories, and alignment with emerging market trends. This meticulous process ensures the portfolio consists of a carefully curated mix of small-cap stocks poised for substantial long-term growth while minimizing unnecessary risks.
weighting
Wright Smallcaps strategy employs a balanced weighting methodology, designed to optimize growth potential while managing risk within the smallcap space. Each stock is assigned weightings based on growth prospects, earnings potential, and volatility metrics. Dynamic adjustments are made monthly during portfolio rebalancing to reflect market changes and maintain optimal diversification. This approach ensures a steady balance between maximizing returns and mitigating risks, allowing for consistent performance in a volatile small-cap segment.
rebalance
This smallcase has a monthly rebalance schedule. Once every month, the research team reviews this smallcase and realign the weights with the selected asset allocation strategy for the next month
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