Alpha Brief Case

Curated Basket of equity stocks; designed for investors who want exposure towards stocks without the added risk of market volatility. Dedicated fund managers work on investing and rebalancing the portfolio on a periodic basis to ensure that our investors get the benefit of investing in the markets, while keeping risks in check.

Movers & Markers: The investment strategy uses an opportunistic approach and follows a GARP approach to investing. The basket uses a bottom-up stock selection approach to invest in a set of about 22 stocks across 14 sectors; and is largely focussed on investing within the small/mid cap segment. The basket is rebalanced on a quarterly basis with a view to ensuring that our investors maximise their returns while keeping downside risks in check.

Digi GenZ: This strategy is meant for investors who want to take advantage of technological disruptions in the Indian market and invest in tech and tech enabled stocks, while keeping risks in check. This is an actively managed portfolio which is rebalanced on a half yearly basis.

Movers & Markers Pro HNI: A strategy that’s aimed for HNI Investors. This equity basket of stocks is similar to Movers and Markers but aimed at investors with a larger ticket size. The stocks that are part of this portfolio have a strong balance sheet and low leverage, with a focus on the management and promoter integrity. We look at investing in companies that have strong cash flows and are capable of long-term growth.

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For more information, please contact us at contact@capricorne.in