Maxiom PMS – GEM Quality-Momentum Strategy

The investment objective of GEM PMS is to maximize long-term capital appreciation by investing in quality stocks that exhibit strong price momentum. The strategy focuses on combining the fundamentals of high-quality businesses with technical indicators of positive price movement to optimize portfolio performance.

GEM aims to deliver superior risk-adjusted returns by actively identifying trending stocks with robust fundamentals and capitalizing on market momentum.

The GEM PMS Strategy is based on a unique blend of:

• Quality Stock Selection: Investing in fundamentally sound companies with strong balance sheets, healthy ROE/ROCE, and consistent earnings.
• Momentum-Based Investing: Capitalizing on market trends by selecting stocks that are currently in an upward momentum phase.
• Active Risk Management: Applying downside protection through dynamic stop-loss triggers, volatility control, and market timing models.

This dual-layered approach seeks to harness trend-following signals and quality metrics to outperform benchmarks and manage portfolio risk.

Maxiom PMS GEM strategy follows the firm’s broader “Roots & Wings” investment philosophy, powered by:

• Roots: Investing in companies with strong fundamentals, low debt, high return on equity, and strong promoter holding.
• Wings: Targeting businesses with scalable operations, resilient earnings, and growth potential.
• Machines: Leveraging AI and data science for smart portfolio rebalancing and predictive analytics.