Quantamental Investing
Notes on mixing the mindsets of men and machines.
Podcast – Handling Financial Emergencies
We think differently when planning finances for a company (work-life) than when we do it for ourselves (personal life). Understand what goes ...
Podcast – Quantamental Investing
My investing journey has shaped my investment style. A few bits on how we use Quantamental Investing to build Value, Growth, and Sentiment portfolios at Modulor Capital. Listen below.
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How to invest like a pro
The critical reason that professional investors make more money than most other investors is that they engage with the financial markets (of ...
How to invest if you are a newbie
As an adviser, we get to interact with clients at various stages of investor maturities. While some clients are beginning to build ...
The Risk-Safety Quadrant of Investing
In a world where individuals and institutions are “required” to invest, minimizing risk and finding safety has become a necessity.
Investors often use ...
The Quantamental Investing Process – How we build and manage portfolios
The QVGS Framework defines principles at the market, portfolio, and security levels useful for creating and managing portfolios across asset classes and ...
The QVGS Framework – Implementing Quantamental Investing
Every portfolio manager has a different idea about how markets work which makes them follow an investment process that is uniquely suited ...
PIC — The Satellite Investment Objectives
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 ...
GAP – The Core Investment Objectives
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 ...
The Three Bucket Strategy
Modern times need a new approach to specific areas within old relationship structures. One such area that is being challenged by modern ...