The Purnartha Dynamic Midcap Strategy aims to deliver superior risk-adjusted returns by investing in a diversified, sector-agnostic portfolio of high-growth midcap companies. The objective is to identify stocks with strong fundamentals, attractive valuations, and improving margin profiles using a proprietary GSM framework (Growth, Strategic Valuation, Margin Expansion).

1. Growth: Focus on companies demonstrating volume-led revenue and cash flow growth.
2. Strategic Valuation: Invest in businesses recovering from downturns or unlocking latent value.
3. Margin Expansion: Target companies with improving profitability and operational leverage.
4. Pragmatic Risk Management: Exit or trim positions if stock exceeds 12% allocation or if investment thesis is fulfilled.

The strategy holds 18–25 stocks and applies a discretionary approach to dynamically capitalize on market opportunities while maintaining a strong risk framework.