Our Strategies
All Seasons Portfolio
Overview
Our All Seasons Portfolio (ASP) was founded in 2015 and is structured around the belief that the best form of offense in an investment portfolio is good defense. ASP has been designed to maintain the purchasing power of a portfolio through any economic and investment environment with minimal drawdowns and is heavily protected against a permanent loss of capital. At the same time the ASP is expected to grow at a reasonable inflation-adjusted growth rate while mitigating various risks facing an investor including price inflation, price deflation (rare but possible), credit inflation, credit deflation, and more recently global or emerging market contagion due to the global credit and asset bubble.
Investment Process
The Investment Strategy of ASP is focused towards allocating the corpus to assets that represent claims on real assets (gold/commodity equities/ high quality growth stocks) and assets that represent claims on financial assets (fixed income/cash/stocks) that often behave counter cyclically during different economic environments.
The portfolio will be constructed by following a simple asset allocation strategy:
- 1/3rd High Quality Equities,
- 1/3rd Cash, Gold related securities (and the equities of natural resource extraction companies), and
- 1/3rd in Fixed Income and equivalents (including the equities of regulated utility companies as a proxy for fixed income securities).
Key Information
| Acronym: | ASP |
| Inception Date: | July 2015 |
| Committed AUM: | 200+ Cr. |
| Benchmark: | "NSE Multi Asset Index 2 Composition: 50%: NIFTY 500 20%: NIFTY Medium Duration Index 20%: NIFTY Arbitrage index 10%: INVIT/REIT" |
| Number of Stocks: | Multi-Asset |
| Minimum Investment: | 10 Cr. |
| Volatility: | Low |
| Portfolio Turnover: | 20-30% |
| Risk Control: | 70% Equity and 20% in Gold (Max Weight) |
| Hurdle Rate: | N.A. |
| Performance Fee: | N.A. |
Why Invest in the All Seasons Portfolio?
The All Seasons Portfolio provides investors exposure to a defensive multi-asset all weather portfolio. It is an advanced wealth preservation strategy that allows clients to enjoy reasonable benefits in bull markets and incur limited losses in bear markets.
Performance of Rs. 100 Invested at Inception
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Please check relative performance of other portfolio managers by clicking on this link
Note: The benchmark for the ASP is a NSE Multi Asset Index 2 Composition: 50%: NIFTY 500, 20%: NIFTY Medium Duration Index 20%: NIFTY Arbitrage index 10%: INVIT/REIT. Benchmark performance is calculated using Total Return Indices. The returns above are consolidated for all clients, time weighted and cashflow adjusted after all expenses including PMS management and performance fees. The actual returns of clients may differ from client to client due to different portfolio and timing of investment. Past performance is no guarantee for future performance.
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