Quantamental InvestingTM involves blending Fundamental and Quantitative Analysis. Value, Growth, Sentiment are the cycles which drive the valuation of an asset in the long-term, medium-term and short-term respectively. These are determined using Technical analysis.
QVGS or Quantamental Value Growth Sentiment, is a framework which allows the combination of Fundamental, Quantitative and Technical schools of investing for creating and managing portfolios across a universe of multiple asset classes. This requires the use of multiple datasets and the diverse capabilities of Man and Machine.
When you decide to invest for your future self, be it 10, 20, 30 or 50 years from today, we respect your choice. This choice requires a long term commitment, during which you may encounter turbulence in the markets and face personal challenges. Keeping these factors in mind the Galactic Portfolio is designed for an investment journey which
The Galactic Portfolios uses mutual funds to create a multi-asset mix suitable for investing a few lacs or many crores.
Each asset is managed with it’s own strategy based on sound financial principles. The result is a sophisticated portfolio, without any underlying complexity and which can be scaled up or unwound quickly and easily.
The Galactic Suite consists of three portfolios:
Specific needs such as Income generation and Tax Saving need specific solutions. We recognize these needs and have curated specific portfolios under the Continental Suite.
Hard earned capital being used for income generation requires:
At the same time, Tax Saving need not be a rocky affair with equities dipping and causing strife due to lock-ins. Our Tax Saving portfolios are made in dividend generation mode (currently) to create additional income and provide capital for reinvestment over and over again.
The Continental Suite consists of two portfolios:
Creating wealth in the short to medium term is possible by participating in the stock markets. The key is to:
We use Quantamental InvestingTM techniques to build systematically managed portfolios. Each of these portfolios are run by strategies which are designed keeping in mind sound fundamental, quantitative and technical principles along with advanced risk management techniques such as: market cycles, diversification, avoiding alpha stagnation, position sizing and more.
The Sapien Suite consists of four portfolios:
A butterfly flapping its wings at one end of the planet today, can brew a storm at the other end tomorrow: Chaos Theory shows us how final outcomes are highly sensitive to initial conditions.
We understand that investments in emerging themes and smaller companies today can become very large trends and multi-baggers of the future. However, during the unfolding of this development, a lot of hand holding is required to achieve the final outcome. The Butterfly Portfolios are curated and built upon themes which are small today, but have the potential to become big game changers in the future using Quantamental InvestingTM techniques. In order to do this, we use all types of analytical tools, data-sets and capabilities to build future ready portfolios for the long term.
The Butterfly Suite consists of two portfolios:
Tactically managed index mutual fund portfolios of Indian (Domestic) Equities for growth.
(Cygnus Strategy Tech Sheet)
Tactically managed index mutual fund portfolios of U.S. (International) Equities for growth.
(Perseus Strategy Tech Sheet)
Quantamental fixed income mutual funds portfolio of Corporate Bonds for growth.
(Scutum-Crux Strategy Tech Sheet)
Quantamental fixed income mutual funds portfolio of Corporate Bonds for regular income.
(Gulf Strategy Tech Sheet)
Quantamental fixed income mutual funds portfolio of Government Bonds for regular income.
(Africa Strategy Tech Sheet)
Quantamentally constructed ELSS mutual funds portfolios of Indian (Domestic) Equities for tax-saving and dividends.
(Himalaya Strategy Tech Sheet)
Market Cap based Quantamental managed stock portfolios of domestic equity for medium-term capital growth using Market Cycles.
(Cubit Strategy Tech Sheet)
All Cap Quantamental managed stock portfolios of domestic equity for medium-term capital growth using Value and Growth Philosophies.
(Palm Strategy Tech Sheet)
Multi Cap Quantamental managed stock portfolios of Domestic Equity for short-term capital growth using Sentiment Cycles.
(Digit Strategy Tech Sheet)
Multi Cap Quantamental managed stock portfolios of Domestic Equity for short-term profit generation using Sentiment Cycles.
(Inch Strategy Tech Sheet)
Micro Cap Quantamental managed stock portfolios of Domestic Equity for long-term using Thematic Analysis for capital growth.
(Butterfly Strategy Tech Sheet)