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

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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

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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.

Stock & ETF Portfolios

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Growth Investing – Quantamental Foreign-equity

U.S. Equity | Stocks w/ Market Cap > USD 5B | Medium Volatility | Monthly Review

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Value Investing – Quantamental Foreign-equity

U.S. Equity | Stocks w/ Market Cap > USD 5B | Medium Volatility | Quarterly Review

Coming Soon
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Sentiment Investing – Quantamental Foreign-equity

U.S. Equity | Stocks w/ Market Cap > USD 5B | Medium Volatility | Weekly Review

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Explore Core Portfolios

Invest using multi-asset, tactical, blended strategies.

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We employ algorithms to understand your Risk Profile through our proprietary framework called the PCR Triangle®.

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