Yellow Jersey

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Piyush Sarawagi, CFA

Piyush is the Founder and CIO at YellowJersey Investments Advisors. He is a CFA(US) charter holder and an economics (Hons) graduate from Mithibai College, Mumbai University. After working in the finance industry as a buy-side research analyst, and from the experience of others, he has devised his own investment framework and philosophy called the 5G Strategy. Today, 5G strategy stands as the key selection and elimination metric for investment decisions at YellowJersey.

Years of experience

7+ Years

SEBI Registered

INA000015491

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All your questions answered

Frequently asked questions

What are the products offered?

We offer primarily two categories of portfolios. , A multi-cap portfolio with a primary focus on the small and mid-cap., A large-cap portfolio ,

What is their investment philosophy?

On business sales and earning: We follow sustainable earning growth and allocate towards strong and growing trends. , We target businesses where the potential for YOY business growth is greater than 20%. Be it via the introduction of new products, streamlining of existing products, utilizing existing capacity, or by adding new capacity or various other ways. What we really chase in our businesses is growth!, On management: How the management is thinking about growth matters to us. It is the management that will really drive the business towards achieving its primary objectives. We primarily like businesses with good skin in the game by management, rich management experience and most importantly they should be shareholder-friendly. , On books of accounts and financials: We do not like extremely high debt. We believe one can only go bankrupt if they owe something to someone else. We like businesses that can manage their working capital cycle efficiently. Proper management of working capital truly unleashes the potential of any business. It gives clarity and helps management to focus on key areas. , On sector and market share: We strongly look for highly growing sectors. If a sector can grow at double-digit, a strong player in the sector can take benefit of the tailwind and grow at a higher multiple. On market share, we look for companies who either have high market share or are eating other's market share. This is usually seen in market leaders.

What is a smallcase ?

A smallcase is a basket of stocks/ETFs* in a specified weighting scheme that reflects a certain objective (ideas, themes, strategies), backed by the research of the smallcase manager. You can invest in a smallcase in 2 clicks., *ETFs (Exchange Traded Funds) are baskets of securities that track an underlying index (Nifty, Gold, etc) and can be bought and sold on the exchange.

Who can subscribe to these smallcases?

The smallcase manager decides who can invest in the smallcases created by them and can create two types of smallcases :, Exclusive smallcases : smallcases which require a subscription to the smallcase manager's Advisory in order to invest in the smallcase. You can subscribe to a smallcase directly from the smallcase profile through the subscription form., Public smallcases : smallcases in which anyone who has an account with our partner brokers can invest. You can invest in this smallcase by clicking on “Buy smallcase” in the smallcase profile and logging with your broker credentials.,

How do I track my smallcases?

When you buy a smallcase, the index value is set to 100 on the buy day - this helps you track the total returns without having to monitor each stock. You can also use the performance metrics to get a more detailed understanding of your smallcase.

How can I cancel my eMandate?

One of the payment method available to subscribe to a fee based smallcase is eNACH where an e-Mandate is created., If you want to cancel your e-Mandate(s) linked with any of your fee based smallcase subscription, please drop an email to publisher.help@smallcase.com with the following details:, Email used for subscription, Subscribed smallcase Name, We will share the mandate(s) details in response to your request including the below:, Mandate maximum limit, Mandate Validity, UMRN no. (Unique Mandate Registration Number), To proceed with the cancellation of the mandate, we would require your confirmation by email after verifying the mandate and payment details. , After receiving your confirmation, we will process the mandate cancellation and update you with the status within 72 hours.