GoldStandard Mystic Wealth Value Portfolio
Special Situations + GARP Edge
Strategy Approach
A concentrated 15–20 stock portfolio exploiting spin-offs, open offers, restructurings, and management shifts — grounded in Growth-at-Reasonable-Price discipline to unlock asymmetric, catalyst-driven returns.
How it Works
Mystic Wealth Value (MWV) blends the niche alpha of Special Situations with the long-term durability of GARP (Growth at Reasonable Price). It targets corporate actions such as spin-offs, delistings, restructurings, and leadership-driven capital allocation upgrades — situations where markets misprice change and forced selling creates opportunity. The portfolio is intentionally focused: 15–20 high-conviction bets sized by thesis strength, liquidity, and event correlation. Clear catalyst maps guide entries and exits, while forensic accounting filters guard against value traps. The result: event-driven compounding without chasing momentum or overpaying for growth.
Catalyst-Driven Alpha
MWV maps catalysts upfront — including listing timelines, re-rating triggers, board mandates, and resource reallocation — reducing blind “hope-based” investing and improving probability-weighted outcomes.
Forensic Quality Screens
The strategy rigorously inspects related-party disclosures, auditor commentary, working-capital behaviour, and ROCE/FCF credibility — ensuring catalysts unlock real value, not creative accounting.
Focused but Risk-Aware
High-conviction sizing is controlled through liquidity overlays, correlation analysis, staggered entry around corporate calendars, and strict exits when thesis quality decays or better opportunities emerge.
Best Suited to
Investors who want non-index, event-driven alpha and can tolerate differentiated outcomes, moderate volatility, and focused portfolios — with a belief in fundamentals-based catalysts over momentum-only styles.
GoldStandard Wealth Private Limited
Registered Office: B-508, Naman Midtown, Senapati Bapat Marg, Mumbai 400013.
Telephone: 8655744658 and 8655744657.
CIN: U70200MH2024PTC430028 | PMS SEBI Reg. No.: INP000009171