Satellite Portfolios
Equity-centric quantamental portfolios in India & U.S.
Satellite Investing intends to take market-like risk and generate better-than-market returns using direct equity.
Quantamental Construction in 5 Stages
Tactical Stage
Determine risk-on/ risk-off status using value, growth or sentiment market-cycles.
Red-Flag Stage
Reject known bad opportunities using suitable fundamental parameters.
Yellow-Flag Stage
Rank qualifying universe based on multiple quantitative factors.
Green-Flag Stage
Select securites exhibiting specific technical price patterns.
Risk-management Stage
Specify poistion-size for each trade based on combined scores.
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
Value Investing – Quantamental Diversified-equity
India Equity | Top 500 Stocks by Market Cap | Medium Volatility | Monthly Review
Sentiment Investing – Quantamental Diversified-equity
India Equity | Top 500 Stocks by Market Cap | Medium Volatility | Monthly Review
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
Deep Value Investing – Quantamental Focused-equity
India Equity | Stocks w/ Market Cap b/w INR 100B to 10B | Medium Volatility | Quarterly Review
Risk-seeking Value Investing – Quantamental Focused-equity
India Equity | Stocks w/ Market Cap > INR 1B | High Volatility | Quarterly Review
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.
Stock & ETF Portfolios
Growth Investing – Quantamental Foreign-equity
U.S. Equity | Stocks w/ Market Cap > USD 5B | Medium Volatility | Monthly Review
Value Investing – Quantamental Foreign-equity
U.S. Equity | Stocks w/ Market Cap > USD 5B | Medium Volatility | Quarterly Review
Sentiment Investing – Quantamental Foreign-equity
U.S. Equity | Stocks w/ Market Cap > USD 5B | Medium Volatility | Weekly Review
Know More & Get Invested
Explore Core Portfolios
Invest using multi-asset, tactical, blended strategies.
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Submit details to Open an Account
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Evaluate Your Risk Profile
We employ algorithms to understand your Risk Profile through our proprietary framework called the PCR Triangle®.