OBJECTIVE & INVESTMENT APPROACH
The Portfolio aims to deliver capital appreciation in long term from a diversified portfolio that predominantly invests in equity and equity related instruments across various market capitalization
The proposed investment approach is as summarised below :
- Rule-based stock selection
- Focus on companies with superior momentum and volatility factors
- Flexible allocation to invest across market capitalisation
- Portfolio would be reviewed for re-balancing on a quarterly basis
Investment Style
NJ’s Rule based investing is a propreitary model that has been developed inhouse through a credible funds management team with collective experience of over 50 plus years and an elaborate team of data scientists