UNICORN STAR PORTFOLIO

Unicorn Star Portfolio follows a unique blended approach designed to generate sustainable alpha through a combination of fundamental and technical research driven stock selection. The strategy constructs a diversified portfolio of approximately thirty five to fifty five promising stocks with disciplined allocation and periodic rebalancing. Portfolio construction is divided into three components consisting of long term holdings, sector rotation opportunities and opportunistic picks. Long term holdings typically form about fifty to seventy percent of the portfolio and focus on quality companies selected from the BSE 200 universe based on metrics such as EPS growth, sales growth, return on equity, return on capital employed, margins, debt to equity and valuation parameters. These companies are usually held for a long term period of eighteen to thirty six months to build a stable base for alpha generation. Sector rotation strategy identifies three to four sectors using fundamental and technical research where relative strength, momentum and breakout characteristics are visible, with multiple stocks selected within each sector. Opportunistic allocations are drawn from the BSE 500 universe to capture short term technical breakouts, special situations and external events, typically with one to two percent weight per stock. Sector agnostic. Large cap and mid cap.