Core & Satellite Portfolios across Global Assets.
We believe good investing is not only minimizing risk & maximizing reward but also meeting the key investment objectives of the investor.
Invest Like Institutions
Gaining Institutional Edge
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.
Individuals and Families can too invest like institutional and seasoned investors by defining investment objectives into Core and Satellite investment objectives and segregating risks.
Core & Satellite Investing
Core Investment Objectives
Satellite Investment Objectives
Know More About our Model Portfolios
- Mutual Funds – India
- Stocks and ETFs – India
- Mutual Funds – U.S. & Global
- Stocks and ETFs – U.S. & Global
- Venture Capital – India
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We view equity as a continuous spectrum starting from large-caps, followed by mid-caps, small-caps, micro-caps, and nano-caps, to mature funded companies and early-stage companies.
A Quantamental Investing approach allows us to construct portfolios across this spectrum. While public markets use more quantitative inputs, private markets still depend more on fundamental reasoning. However, it comes down to designing effective strategies that are systematic in operation and each focused on a particular solution only.
Multi-asset portfolios use algorithms to allocate and time markets. These employ the principles of:
✔ Dynamic & Strategic Asset Allocation between Equity, Gold, and Fixed Income.
✔ Tactical Allocation for Equity and Gold based on Market Cycles.
✔ Dynamic Market Cap Allocation on Equity.
✔ Barbell-strategy for taking selective risks and getting better returns.
Public Listed Equity portfolios use the 5 Stage Investment Process that is repeated every Week, Month, or Quarter.–
✔ Decide whether to enter the market or not.
✔ Disqualify known bad opportunities from the chosen universe.
✔ Rank the qualified universe on multiple factors.
✔ Select the securities exhibiting appropriate patterns.
✔ Combine Fundamental, Quantitative and Technical scores to size the position.