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Methodology

The investment team identifies medium term investment themes utilizing top-down global macro analysis as well as bottom-up quantitative models. The sector analysts provide sector specific inputs such as M&A cycle, regulatory regime to the portfolio managers to identify attractive investment opportunities. The portfolio managers evaluate each investment in terms of its potential to perform better than the S&P500 index. The strategy gains exposure to sector and thematic ETFs as well as individual stocks.

Stack CAGR 0.87


Max DD NA


Sharpe Ratio NA


Rebalancing Frequency Quarterly

VaR NA

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Stacks are pre-configured baskets of stocks & ETFs that you can invest in with a single click

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