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Methodology

The portfolio will focus on - a) Deep Value b) Disruptive Technology c) Contrarian Ideas. It is market cap agnostic, focusing primarily on ideas that can compound money consistently over the long run. Primary research is both bottom-up and top-down with a focus on fundamentals, total addressable market, profitable growth, and quality of management.

Stack CAGR 4.55


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

Popular Stacks

Cosmos Thematic High Impact


The Thematic High Impact stack follows proprietory macro research and is based on structural growth ...

5.24% 2 year returns

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Cosmos Thematic High Impact


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Cosmos Deep Tech


Deep Tech is the new chapter in the innovation story that merges science, engineering, and design th...

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Cosmos Deep Tech


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BayFort Capital Global Leaders


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BayFort Capital Global Leaders


BayFort Capital manages a concentrated portfolio of the world’s top 15 uniq...

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US Tech Bluechip Portfolio


The US Tech Bluechip Stack invests in pure Technology Internet companies that are critical to the in...

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US Tech Bluechip Portfolio


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Omniscience Supreme US


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Omniscience Supreme US


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Electric Vehicle Portfolio


The Electric Vehicles Stack is composed of companies involved in Electric Vehicle (EVs) technology, ...

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Electric Vehicle Portfolio


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4.55%

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