THE AQUA INVESTMENT PHILOSOPHY
A
Adaptive
Across investing styles, sectors,
sizes, beta and factors
Q
Quantitative
Uses proprietary quant techniques to blend fundamental, technical and macro analysis based on a systematic, rules – based and data – driven approach
U
Unbiased
Eliminates emotional, behavioural, style & benchmark biases in portfolio construction by using a quantitative approach
A
Alpha
Focused on granular, repeatable
and systematic alpha
What makes AQUA stand out?
Traditional strategies focus on one style – growth, value, quality, momentum, etc.
However, data reveals that a single style doesn’t consistently succeed across all time periods and market conditions.
Bias Elimination Mastery
AQUA optimises biases for alpha generation and risk management
AQUA eradicates biases for alpha
generation and risk management
Process-Oriented Approach mitigates key man (fund manager) risk
Dynamic Multi-Factor Strategy navigates sector, style, beta, and factor biases
Flexicap Approach eliminates market cap size bias
Rule-Based Model sidesteps behavioral and emotional bias
Dynamic Rebalance Architecture counters holding period bias
Equal-Weighted Stock & Unconstrained Sector Allocations defies benchmark bias
Multi-Dimensional Decision Making blends fundamental, technical, and macros to overcome a research type bias
Granular & Repeatable Alpha grounded in a process, not a person
AQUA PMS Strategy Overview
-
Alpha
GenerationFlexicap long –
only equityRules – based using a
*Quantamental = Fundamental + Technical + Macros
Quantamental* approach
combined using Quantitative methods -
BSR 500 TRI
Open ended
12th June 2023
0
None
For whom is AQUA PMS a good fit?
Moderate to aggressive investors who want to grow their wealth over the long term with an investment horizon of minimum 3 to 5 years
Where is your
money invested?
-
Market Cap Focus
Flexicap diversified across large,
mid and small cap stocks
-
Scrip
AllocationNot more than 4% in a single stock at the time of purchase
AQUA’s Proprietary
6S Investment Framework
It is the holistic set of rules which guide our investment decisions
Creators of AQUA
AQUA is the convergence of a multidisciplinary team in one strategy
About the Fund Manager
Siddharth Vora
Head of Investment Strategies and Fund Manager, PL Asset ManagementAbout the Fund Manager
Siddharth believes that
“What Google Maps did to Navigation, Quant holds the potential to do to investing”
Siddharth was one of the first to recognise the potential quant and how technology and data can play a major role in the investment landscape of India. Hence, Siddharth spearheaded PL’s foray into the Quantitative Asset Management space.
FAQs on AQUA Strategy
An equity strategy refers to a strategy in which the investment is made only in stocks i.e. equities.
AQUA is an equity – only PMS strategy designed by PL’s in-house PMS team.
A long-only equity strategy is an investment approach focused on buying stocks with the expectation that their value will increase over time. It involves investing in stocks for the long term without engaging in short-selling or other strategies that profit from declining stock prices.
AQUA is a long – only equity strategy.
Picking stocks based on fundamentals involves analysing a company’s financial data, such as its revenue, earnings, balance sheet, and cash flow, to assess its underlying value and potential for future growth.
However, AQUA used a quantamental approach to stock picking. AQUA blends the diverse sciences of fundamentals, technicals, valuations, macros and alternative data analytics using quant methods to create an unbiased 100% systems and rules-based strategy. It invests in a diversified investable universe of 300 liquid stocks with superior fundamentals.
AQUA is suited for investors with moderate to aggressive risk appetite. It can be a valuable tool for investors who are looking to invest in specialised portfolios, which are more concentrated than broader markets, yet diversified enough to manage risk. It thus provides a differntiated investment solution beyond the traditionally managed investment options.
As per SEBI guidelines, the minimum investment amount is ₹50 lakh.
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