PMS
Overview
All Weather
A rule-based investment strategy designed for all market conditions. Diversification across stocks, bonds, gold, and commodities ensures stability and growth. Adaptability to changing economic landscapes makes it a reliable long-term option for investors.
Alpha Compounders
A fundamental-based strategy with a clear mandate to invest in the right business with a strong financial track record and capable management. The investment philosophy is mainly to buy businesses that are market leaders in their segment operating in a high barrier-to-entry sector, having a structural growth story available at the right valuations.
All Weather
A rule-based investment strategy
The All Weather offers a well-rounded approach to navigating various market conditions. It is designed to provide stability and growth by diversifying across different asset classes, including stocks, bonds, gold, and commodities. By allocating investments based on specific rules rather than relying on market timing or predictions, the portfolio aims to minimize risk and optimize returns over the long term. This approach allows for adaptability to changing economic landscapes, making it an attractive option for investors seeking a reliable and balanced investment strategy. With its focus on diversification and adherence to predetermined rules, the All-Weather Portfolio offers a disciplined approach to investing that can help individuals weather market volatility and achieve their financial goals.
Process
The All Weather Portfolio process chart illustrates a systematic and disciplined approach to investing.
Performance scorecard
The performance chart of the All Weather Portfolio showcases its historical track record and highlights its potential for returns.
Alpha Compounders
A selective investment approach
Alpha compounders employ a selective investment approach that focuses on identifying the right business, characterized by a strong financial track record and capable management. Preference is given to market leaders, companies with a unique position and high barriers to entry, ensuring sustainable competitive advantage. The investment approach is to identify long-term structural trends and position the portfolio accordingly to capitalize on long-term wealth creation.
Well defined process
The alpha compounder approach is a well-defined investment process based on meticulous research and analysis. It combines rigorous selection criteria, disciplined entry points, and a focus on long-term value creation, providing a clear framework for successful investing.
Diversified portfolio with growth ingredients
Alpha compounders construct a diversified portfolio with growth ingredients, carefully selecting companies across sectors and asset classes for long-term value appreciation.
