Satellite Portfolios

Satellite Investing intends to take market-like risk and generate better-than-market returns using direct equity.

Quantamental Construction in 5 Stages

Satellite portfolios are constructed using quantamental principles and are run as fully integrated strategies which enter, exit and size positions in stocks. The strategies acknowledge market cycles of value, growth, and sentiment and completely exit equity completely at a point in time to park capital in gold or cash equivalents. Portfolio construction is in 5 stages:

Tactal Stage (Fundamental + Technical)
Red-Flag Stage (Primarily Fundamental)
Yellow-flag Stage (Primarily Quantitative)
Green-flag Stage (Primarily Technical)
Risk-management Stage (Fundamental + Quantitative + Technical)

Listed-equity Investment Process

Learn details about our methodology & process for investing in listed-equity.

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We offer 3 suites of satellite portfolios.

The Sapien Suite

Diversified-equity Portfolios

The Sapien Suite is inspired by the golden ratio in the human body that was used as measures by the ancient Egyptians – Cubit, Palm, Digit, and Inch.

The 3 portfolios of the Sapien suite use diversified-equity strategies with a growth, value, or sentiment bias in a universe of the NSE’s Top 500 stocks and ETFs.

Stock & ETF Portfolios

Growth Investing – Quantamental Diversified-equity

India Equity | Top 500 Stocks by Market Cap | Medium Volatility | Monthly Review

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Value Investing – Quantamental Diversified-equity

India Equity | Top 500 Stocks by Market Cap | Medium Volatility | Monthly Review

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Sentiment Investing – Quantamental Diversified-equity

India Equity | Top 500 Stocks by Market Cap | Medium Volatility | Monthly Review

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The Fluid Suite

Thematic-equity Portfolios

Natural phenomena involving the motion of fluids are made up of golden spirals whether small or large – waves, tornados, hurricanes, etc.

The 3 portfolios of the Fluid suite use focused-equity strategies with a market cap-segregated view by applying the principles of value, growth, and sentiment in an all-cap universe.

Stock & ETF Portfolios

Key Sentiment Investing – Quantamental Diversified-equity

India Equity | Stocks w/ Market Cap > INR 100B | Low Volatility | Weekly Review

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Deep Value Investing – Quantamental Focused-equity

India Equity | Stocks w/ Market Cap b/w INR 100B to 10B | Medium Volatility | Quarterly Review

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Risk-seeking Value Investing – Quantamental Focused-equity

India Equity | Stocks w/ Market Cap > INR 1B | High Volatility | Quarterly Review

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The Butterfly Suite

Foreign-equity Portfolios

A butterfly is made up of golden spirals all over its body whether its Wings, the Proboscis to extract nectar, or the unfolding from its Chrysalis.

The 3 portfolios of the Butterfly suite access foreign equity beyond the bounds of the home country (India), in the U.S. using stocks and ETFs using value, growth, and sentiment strategies.