Ultimate Value: Value investing for high returns

04 Feb, 20245 mins read
Ultimate Value: Value investing for high returns

Table Of Content

  • Our Investment Strategy for Ultimate Value Mutual Funds
  • What do you invest in with Ultimate Value Mutual Funds?
  • Ultimate Value Mutual Funds: Pros and Cons
  • Ultimate Value: Annualised past returns
  • Who should invest in Ultimate Value?

Quick Summary

Participate in growing India's undervalued companies. Invest in "Ulitmate Value" a mutual fund portfolio with a long-term investment strategy that invests in undervalued companies with solid fundamentals.

Warren Buffett is credited with popularising value investing, an ageless tactic based on purchasing cheap equities with strong fundamentals. It places a higher priority on long-term growth than on cyclical fluctuations, emphasising patient investing and inherent value. Building enduring wealth requires attention, reason, and a contrarian mindset, all of which are emphasised by Buffett's wisdom.

Finding hidden jewels at a flea market is similar to value investing. You pick through mounds of gritted items in an attempt to find that one unique find that is well worth the asking price. Within the finance industry, stocks that are undervalued by the market are considered "treasures". Value investors think that if the full value of these stocks is realised, they could see a large price increase.

Consider this: You could get an antique Rolex for a small portion of the retail price since the vendor is unaware of its actual worth. Knowing that the watch may fetch a much greater price with some polish and the proper buyer, a value investor would seize that opportunity.

This same idea holds true for cheap stocks. Fundamental analysis is a tool used by value investors to find companies with sound business models, strong financials, and attractive development prospects. When the market price of these equities falls short of their real value, they purchase them to establish a "margin of safety." They are shielded from transient market swings by this buffer, which also makes it possible for them to profit when the stock's true value is eventually recognized by the market.

Value investing calls for perseverance, self-control, and an acute sense of potential. It's not a get-rich-quick plan, but it may be a profitable tactic for individuals who are prepared to do the homework and keep their assets for the long haul. 

Our Investment Strategy for Ultimate Value Mutual Fund

The Ultimate Value portfolio employs an investment approach predicated on the observation that a stock's price and intrinsic value are not always properly matched by the market. Investment managers aim to reap the benefits of market inefficiencies in order to produce acceptable returns.

  1. Bottom-up & sector-agnostic approach: Invest in companies that are undervalued relative to their true worth but have solid fundamentals.
  2. Value investing strategy: Seek out stocks that are inexpensive in comparison to their historical track record.
  3. Seize unique opportunities: Find large-cap stocks that have been undervalued for non-fundamental reasons.

About Stack

Let the real experts manage your investments. Stack Wealth lets you access exclusive wealth creation opportunities by helping you invest in premium multi-asset portfolios managed by real experts.

Learn more

What do you invest in with Ultimate Value ?

  • Invest in government-backed growth companies amid India's strong economy.

Within the dynamic context of India's strong economy, rising enterprises with government support offer attractive investment opportunities. Investors are reassured by these firms' frequent access to steady government assistance. Investments in these kinds of businesses can help investors capitalise on the economic momentum of the country and maintain a portfolio that is balanced between growth and stability.

  • Allocate some funds to government-related stocks, balance with others.

A key tenet of investment strategy is diversification. A layer of stability is added to the portfolio by investing a percentage of the money in stocks affiliated to the government. Nonetheless, preserving a cautious equilibrium with other domains guarantees that the portfolio stays robust and flexible in response to market oscillations. By using a diversified approach, investors can reduce the risks associated with an excessive dependence on a particular sector while still capitalising on the advantages of government-related stocks.

  • Use funds focusing on sectors like Oil, Gas, Power for potential growth.

If you want to participate in India's rapidly growing energy market, think about investing in mutual funds or equities that are specifically focused on sectors like power, gas, and oil. These industries have a great deal of room to grow given the nation's growing energy needs. Diversifying the total investment portfolio and profiting from India's changing energy landscape can be achieved by investing in well-managed funds within these sectors.

  • Vary investments in size, safeguard against different risks.

It is essential to adjust to changing market conditions in the constantly changing financial landscape. A diversified approach is provided by investing in a range of stock sizes, from large-cap to mid-cap and even small-cap stocks. While mid- and small-cap stocks present opportunities for growth, large-cap companies could offer stability. By taking a diverse approach, the portfolio is protected from being too exposed to any one risk factor. It enables investors to move resiliently and nimbly through several market cycles.

Ultimate Value: Pros and Cons


  • It has the potential for higher returns
  • Get higher dividends with Ultimate Value Stack
  • This is ideal for long term investment strategy 


  • It is more volatile in nature for the short term
  • It requires patience to observe noticeable changes and returns 
  • It requires investment of time into heavy research and analysis

Ultimate Value: Annualised past returns 

  • The Ultimate Value portfolio is designed to provide a diverse portfolio of high-potential stocks that are trading below their intrinsic or fair value. It adheres to a value investing methodology.
  • It has a very high risk rating. 
  • Benchmark: NIFTY 500- TRI

Want to know more?
Talk to our advisory team.

They will be happy to help you plan and manage your investments.

Talk to an expert

Who should invest with Ultimate Value Stack ?

Investors that want to earn long-term returns, have a lengthy investing horizon, and are fine with some risk are the ideal candidates for this portfolio. Value investing may also be a good fit for investors who are prepared to commit to their investments for a minimum of five years and retirees seeking a reliable source of income.

  • This is ideal for the age group of 18 years upto 40 years
  • This is for investors who delve in aggressive risk investing 
  • Investment horizon of 5+ years
  • You can expect the returns to outperform benchmark returns
  • This is ideal for investors with the financial goals of long term growth, retirement and home ownership.
disclaimer: the information provided in this blog is for general informational purposes only. it should not be considered as personalised investment advice. each investor should do their due diligence before making any decision that may impact their financial situation and should have an investment strategy that reflects their risk profile and goals. the examples provided are for illustrative purposes. past performance does not guarantee future results. data shared from third parties is obtained from what are considered reliable sources; however, it cannot be guaranteed. any articles, daily news, analysis, and/or other information contained in the blog should not be relied upon for investment purposes. the content provided is neither an offer to sell nor purchase any security. opinions, news, research, analysis, prices, or other information contained on our blog services, or emailed to you, are provided as general market commentary. stack does not warrant that the information is accurate, reliable or complete. any third-party information provided does not reflect the views of stack. stack shall not be liable for any losses arising directly or indirectly from misuse of information. each decision as to whether a self-directed investment is appropriate or proper is an independent decision by the reader. all investing is subject to risk, including the possible loss of the money invested.

it’s time to grow your wealth

3 users1+ Lac investors are growing their wealth with Stack.
stack mb