ActivEx is our proprietary Equity Strategy which is designed to dynamically guide investors in their on-going equity allocations. It’s an optimal blend of equity strategies and constructs the equity portfolio basis the following philosophy:
* Core of the equity portfolio comprises of Mega/Large Caps and some diversified fund exposure through well established, experienced managers with proven track record of delivering stable, market aligned, less volatile returns.
* Once the core is in place we focus on generating the maximum possible Alpha. This can be achieved through a combination of the below:
1. Achieving higher returns (by assuming higher risk) through exposure to quality, high growth large mid-cap to mid/small cap companies.
2. Fundamental alpha strategies focused on investment themes/styles which have the capability of significantly outperforming the broader markets by identifying sectors/stocks which will be the big winners/ alpha creators over the next 3-5 years. These themes would typically align with the long term growth opportunity evident in an economy like India.
3. Tactical alpha opportunities which can be a combination of sector investment calls, or opportunistic investing to benefit from market mis-pricing/arbitrage/ market inefficiencies
Further we look at adding Beta to the investor’s portfolio by taking selective, concentrated exposure to direct stock ideas.
To know more about ActivEx, please get in touch with Relationship Manager. Alternatively, you can mail us at email@example.com or call us on our toll free number 1800 102 6898.