Capturing the India opportunity through a systematic rules - based approach.
Offering a differentiated approach to traditional investment strategies.
Targeting a significant outperformance over benchmarks using a multi-factor approach.
Multi-factor model for diversification
A sophisticated approach that aims to generate alpha from multiple sources and reduce reliance on any single factor; as market dynamics change, different factors come into play.
Quality Factors for Fundamental Strength
Emphasis on quality factors with metrics such as return ratios (ROA/ROE/ROCE) and low debt levels; inclination toward companies with strong fundamentals and financial health.
Dynamic Risk Management
Continuous evaluation of key risks across market, liquidity, corporate governance, macro, etc. avoids impact to the portfolio that may not be captured by the model.
Rules based approach has achieved the following:
Over a decade of outperformance over benchmark and wide range of peers.
Delivered 60% outperformance over the benchmark at a beta which is 10-20% lower.
Consistency of performance across rolling periods, multiple time periods and calendar years.
Our business is driven by our desire to identify and invest in new factors that can generate alpha for our investors.
We continuously evaluate and test new factors that can drive returns to see how we can improve our own investment approach.
Our Secret Sauce
Use of emerging advanced technologies.
We leverage AI to refine our strategy, reduce human error, and make more informed decisions that improve our long-term performance.
We leverage ML to move beyond predefined rules to continuously learn from data, adapt to evolving market conditions, and more accurate forecasting.