
Hidden Gems Fundamental
Investing in quality at a discount — strong businesses with low P/Es and high potential.
Methodology
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About
A focused portfolio of fundamentally strong businesses trading at low earnings multiples. Designed to capture growth at a reasonable price, these companies are undervalued today but positioned to outperform over time.
Overview
Number of Stocks
5
Rebalance Frequency
Quarterly
Last Rebalance
August 5, 2025
Next Rebalance
November 5, 2025
Holdings Distribution
Small Cap
60 %
Mid Cap
40 %
Live Performance
