Investment Advisory Portfolio
Research backed advisory portfolios aim to deliver beat the benchmark by good margin over medium to long-term
What are Investment Advisory Portfolios?
Research backed advisory portfolios aim to deliver beat the benchmark by good margin over medium to long-term by identifying the emerging themes and backing companies having strong moats with a check on valuation rather than adding higher beta scrips. Unlike PMS / AIFs, since these portfolios are advisory the custody / execution remains with the investors.
Why Clove
Why Clovek Investment Advisory Portfolios?
portfolio
How do we select and construct the portfolio?
Businesses having strong moats resulting into market share gains / higher return on capital / pricing power
Capital allocation policy focusing on returns in excess of cost of capital – we are not keen to consider constituents having return ratios not matching cost of capital
Available at reasonable valuation through using a mix of free cashflow based intrinsic valuation and relative valuation
Superior management track record with clean books and higher corporate governance standards – the portfolio constituents pass through a check on cash conversion rather than accrual profits, sustainability of earnings, related party transactions, management compensation etc.
CloveK Research
Research Connect
Objective: Long-term wealth creation by investing into quality businesses through a top-down approach
Features: 1) Top-down approach, 2) Well-diversified across sectors having volatility / beta comparable with NIFTY50, 3) Large-cap bias
• Ticket size: Rs. 5 lacs
• Benchmark: NIFTY50
• Recommended time horizon: 3+ Years
• No. of stocks: 20 to 30
• Fees: 2.5% AUA + Taxes
Objective: Long-term wealth creation by investing into quality businesses through a bottom-up approach with thesis backed on company specific stories with a blend of top-down approach
Features: 1) Bottom-up approach, 2) Well-diversified across sectors having volatility / beta comparable with NIFTY500, 3) Small & Mid-cap bias
• Ticket size: Rs. 5 lacs
• Benchmark: NIFTY500
• Recommended time horizon: 3+ Years
• No. of stocks: 20 to 30
• Fees: 2.5% AUA + Taxes
Objective: Long-term wealth creation by investing in high-quality stocks with strong momentum through a data-driven quantitative model
Features: 1) Data-driven quantitative approach, 2) Factor-based investing, focusing on momentum and quality, 3) Well-diversified across sectors having volatility / beta comparable with NIFTY500
• Ticket size: Rs. 12 lacs
• Benchmark: NIFTY500
• Recommended time horizon: 3+ Years
• No. of stocks: 40 to 50
• Fees: 2.5% AUA + Taxes
Objective: Long-term wealth creation by investing in equity and debt using a proprietary algorithm evaluating short and medium-term parameters like yields across bonds and equities, earning surprises, market overreactions etc
Features: 1) Proprietary algorithm-based approach, 2) Long-only active portfolio strategy, alternating between equity and debt, 3) Relative value models (Fed Model, Yardeni Model) to assess equities versus bonds
• Ticket size: Rs. 1000
• Benchmark: NIFTY50
• Recommended time horizon: 3+ Years
• No. of ETFs: 2
• Fees: 2.5% AUA + Taxes
FAQ
What can we help?
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Velit sociosqu purus enim pharetra sed sem at iaculis. Felis ridiculus adipiscing dignissim eros pellentesque mus vitae litora. Felis nullam tortor phasellus viverra ut arcu. Euismod magnis ante convallis vulputate odio augue sit pretium dapibus.
Velit sociosqu purus enim pharetra sed sem at iaculis. Felis ridiculus adipiscing dignissim eros pellentesque mus vitae litora. Felis nullam tortor phasellus viverra ut arcu. Euismod magnis ante convallis vulputate odio augue sit pretium dapibus.
Velit sociosqu purus enim pharetra sed sem at iaculis. Felis ridiculus adipiscing dignissim eros pellentesque mus vitae litora. Felis nullam tortor phasellus viverra ut arcu. Euismod magnis ante convallis vulputate odio augue sit pretium dapibus.
Velit sociosqu purus enim pharetra sed sem at iaculis. Felis ridiculus adipiscing dignissim eros pellentesque mus vitae litora. Felis nullam tortor phasellus viverra ut arcu. Euismod magnis ante convallis vulputate odio augue sit pretium dapibus.
Velit sociosqu purus enim pharetra sed sem at iaculis. Felis ridiculus adipiscing dignissim eros pellentesque mus vitae litora. Felis nullam tortor phasellus viverra ut arcu. Euismod magnis ante convallis vulputate odio augue sit pretium dapibus.
Velit sociosqu purus enim pharetra sed sem at iaculis. Felis ridiculus adipiscing dignissim eros pellentesque mus vitae litora. Felis nullam tortor phasellus viverra ut arcu. Euismod magnis ante convallis vulputate odio augue sit pretium dapibus.
Velit sociosqu purus enim pharetra sed sem at iaculis. Felis ridiculus adipiscing dignissim eros pellentesque mus vitae litora. Felis nullam tortor phasellus viverra ut arcu. Euismod magnis ante convallis vulputate odio augue sit pretium dapibus.