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
Focused but Risk-Aware
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