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Methodology

This actively monitored and managed stack seeks capital growth and diversification to the typical Indian portfolio by investing in equities and commodities focused on innovation. Innovation follows exponential capital returns as opposed to linear returns that some of the more traditional industries experience. ShiftAltCap recognizes that while innovation provides such high payoffs, the churn and interdependence of companies necessitates investing in a group of companies as opposed to stock picking. Hence we use ETFs that replicate the innovation themes driving highest value for the world today, spread geographically and sectorally. In the spirit of investor protection, all ETFs chosen have assets running in the hundreds of Millions or a few Billion dollars. We are invested in Innovation equities in developed markets like US and developing like China, Commodities crucial to innovation: Lithium and Palladium, Data Centres, Debt offered to private companies in high Return on Invested Capital sectors (healthcare equipment, software services, etc).Underlying companies have been screened for Quality of R&D; Return on Invested Capital; Cash Position; Momentum of umbrella ETF The Innovation Stack’s allocation rests on strong mathematical foundations developed by John Kelly (the famous Kelly’s Criterion) generating an asset mix optimal on the risk-reward scale whilst giving ample room for error and protection to our investors.

Created by experts at ShiftAltCap

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The Thesis is designed to leverage Innovation anywhere in the world, in order to give investors outsized returns. The investments are spread across the entire value chain of innovation to de-risk and provide comprehensive returns. Hence, it covers raw commodities like Palladium, supporting infrastructure like Data Centres to end value-adding companies like Tesla.

Stack CAGR 12.89


Max DD 27.59%


Sharpe Ratio 2.13


Rebalancing Frequency Quarterly

VaR 2.28%

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