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 Sapien suite uses diversified-equity strategies with a growth, value, or sentiment bias in a universe of the NSE 500 stocks and ETFs.

Growth Investing Medium Volatility Multi Cap Equity
Value Investing Medium Volatility Multi Cap Equity
Sentiment Investing Medium Volatility Multi Cap Equity
COMING SOON: Read Detailed Notes

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 Fluid suite approaches equity from a market cap segregated view applying the principles of value, growth, and sentiment in an all-cap universe.

Key Sentiment Investing Low Volatility Large & Mid Cap Equity
Deep Value Investing High Volatility Small & Micro Cap Equity
Risk-seeking Value Investing High Volatility All Cap Equity
COMING SOON: Read Detailed Notes

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 Butterfly suite approaches equity beyond the bounds of the home country (India) and especially in the U.S. using stocks and ETFs.

Growth Investing Medium Volatility US Top 500
Multi-Asset Tactical Global Investing Medium Volatility Exchange Traded Funds
Value Investing Medium Volatility US Top 500
COMING SOON: Read Detailed Notes
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