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In a world where individuals and institutions are “required” to invest, minimizing risk and finding safety has become a necessity. Investors often use Risky and Safe as opposite words when assessing an investment. The two words are antonyms of each other in the English language. However, in the world of finance, they can mean a different ...

The QVGS Framework defines principles at the market, portfolio, and security levels useful for creating and managing portfolios across asset classes and market segments. Managing portfolios is a continuous endeavor. This requires us to follow a strategy-based approach to generate returns from different sources and be system-driven to manage risk. At Modulor Capital, we run 3 processes ...

Every portfolio manager has a different idea about how markets work which makes them follow an investment process that is uniquely suited to how they think. This thinking is an outcome of the experiences of the portfolio manager in the markets, resulting in an infinite number of ways to construct a portfolio. Yet, when constructing ...

When individuals and families are able to satisfy their needs of: being able to cover for immediate-term contingencies — Preservation, having enough to survive through protracted tough times — Accumulation, and growing their wealth through the efforts of others — Growth they look to do more with their money. Satisfaction of needs through Core Investment Objectives leads individuals and families to pursue their desires. At ...

In the previous article “Quantamental Investment Objectives”, we defined Fundamental Investment Objectives as (i) Funding, (ii) Financing, and (iii) Safe-haven that determines how the money is invested and where it goes. Alongside, Quantitative Investment Objectives of (a) Risk-free, (b) Inflation, (c) Compounding, (d) Fat-tailed, and (e) Exponential are the shapes of distributions that determine how the returns on the investment and experience of the investor will be when investing this money. These ...

Institutional investors fare better in all kinds of markets because they have a very clear set of investment directives. Alongside, seasoned investors employ very specific investment strategies with a highly disciplined and systematic approach. This gives them the edge over other investors in terms of returns generated and the risks they are exposed to. Following directives and strategies help ...

The intelligence of men and machines is complimentary. In the previous article, Quantamental — A Convergence of Intelligence, we discussed that the hardware of the machines facilitates fast, unbiased and error-free analysis, is untiring, and can multitask. Complimenting it is the wetware of humans. It is proficient at having a broad perspective, managing crises, adapting to ...

In the previous article, “What is Quantamental Investing®?” we discussed that all three schools of investment analysis i.e. Fundamental, Quantitative and Technical are converging on to the use of machines and data. Significant advances are being made in the field of machine learning (in both algorithms and hardware) which have led to the discovery of ...

Quantamental is a buzzword in today’s world of investing. Compared to fundamental investing (about 100 years old) and quantitative investing (about 50 years old) quantamental is still new. It is a philosophy gaining traction with both mainstream and boutique investment managers, yet it is little understood. By a simple definition, Quantamental is an agreement between fundamental ...