Rooted in disciplined risk management and a quant driven investment engine, we target long-term capital appreciation through tactical exposure to equity, gold and debt.
Driven by the principles of momentum investing, it follows a non-discretionary, rules-based approach driven entirely by data and market trends.
Allocates across listed equities with Gold, and Liquid Debt, acting as a natural hedge
The fund systematically rotates capital to areas of strength. It adjusts exposure to each asset class as market conditions shift.
The Fund incorporates gold as a natural hedge against equity volatility and allocates to debt during periods of uncertainty, actively adjusting exposures across equity, debt, and gold based on market momentum and risk conditions.
The Fund follows a non-discretionary, rule-
based framework that removes behavioral biases from stock selection, ensuring consistency and discipline in investment management.
The Fund focuses exclusively on relative strength, avoiding preset sector or theme biases and allocating only to areas showing clear momentum and sustained strength
The portfolio is monitored daily and rebalanced at set intervals, with emergency rebalances during extreme volatility or governance events to safeguard investor capital
The Fund invests in stocks with adequate market depth, maintaining 5-10% position caps to reduce concentration risk and ensure liquidity
The portfolio will be constructed with 20-30 stocks, periodically rebalanced to equal weights, to mitigate concentration risk and ensure balanced diversification across holdings.
