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.
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Growth Investing | Medium Volatility | Multi Cap Equity | |
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Value Investing | Medium Volatility | Multi Cap Equity | |
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Sentiment Investing | Medium Volatility | Multi Cap Equity |
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.
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Key Sentiment Investing | Low Volatility | Large & Mid Cap Equity | |
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Deep Value Investing | High Volatility | Small & Micro Cap Equity | |
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Risk-seeking Value Investing | High Volatility | All Cap Equity |
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.
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Growth Investing | Medium Volatility | US Top 500 | |
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Multi-Asset Tactical Global Investing | Medium Volatility | Exchange Traded Funds | |
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Value Investing | Medium Volatility | US Top 500 |