Investment Frameworks
INVESTMENT STRATEGIES DESIGNED AROUND YOUR GOALS
Investing becomes clearer when decisions are built on frameworks rather than opinions. Our Investment Frameworks bring together the principles, indicators and processes we use to understand markets, manage risk and construct portfolios. Explore the thinking behind Quantamental Investing®, QVGS®, Core & Satellite Investing and other practical frameworks developed at Modulor Capital.
Quantamental Investing®
Quantamental Investing® brings together the mindsets of men and machines. It combines Fundamental, Quantitative and Technical analysis, using each where its strengths matter most. Human insight helps understand businesses, context and changing narratives, while machines bring scale, consistency and the ability to analyse large amounts of data. Instead of subscribing to one school of investing, Quantamental Investing® takes a multidisciplinary approach—combining narratives with numbers to make investment decisions more systematic, strategy-driven and suited to different market conditions.
QVGS®
QVGS®—Quantamental Value Growth Sentiment—is Modulor Capital’s framework for putting Quantamental Investing® into practice. It brings Fundamental, Quantitative and Technical principles together across three levels: the market, the portfolio and individual securities. Value, Growth and Sentiment provide different lenses through which market cycles and opportunities can be understood. These principles are translated into repeatable processes for deciding when to participate, what to invest in and how much capital to risk—making portfolio management systematic rather than dependent on predictions.
QVGS® Indicators
Markets are difficult to predict, but they can be systematically described. QVGS® Indicators do this through three distinct market cycles: Value, Growth and Sentiment. ValueScore evaluates value opportunities on a quarterly horizon, GrowthMode tracks expansion and contraction on a monthly horizon, while SentimentMood captures shorter-term market sentiment weekly. Together, these Quantamental indicators provide a structured way to assess market conditions across India and U.S. equities and support Buy, Hold and Sell recommendations for active and passive investing.
Core & Satelite Investing
Not every rupee in a portfolio needs to take the same risk. Core & Satellite Investing separates capital according to what it needs to accomplish. Core portfolios are designed to take less-than-market risk while seeking market-like returns and address the objectives of Growth, Accumulation and Preservation. Satellite portfolios take market-like risks while seeking better-than-market returns through Capital-appreciation, Income-creation and Profit-generation. The framework therefore shifts portfolio construction away from chasing products or returns towards matching appropriate risks with an investor’s needs and desires.
5 Numbers Framework®
Good investing becomes easier when complexity is reduced to the numbers that actually matter. The 5 Numbers Framework is intended to give investors a concise numerical view of an investment decision rather than letting narratives, market noise or an overload of information dominate judgement. By focusing attention on a small set of relevant measures, the framework encourages investors to compare opportunities more objectively, understand the risk-return equation and make decisions with greater discipline. It reflects Modulor’s broader philosophy of turning investment thinking into simple, repeatable frameworks.
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