Portfolio Type: Artificial Intelligence driven algorithm based Mid-Small Cap Portfolio
Inception Date: 10 October 2011
Number of Stocks: 25-35
Fund Manager Name: Dr. Naresh Chand Gupta & Raman Nagpal.
Fund Manager Experience: Dr. Naresh Chand: Total Exp – 29 Years
Raman Nagpal: Total Exp – 24 Years. Founded AccuraCap in 2015
Fund Manager Qualification: Dr. Naresh: Computer Scientist, and a prolific Researcher, Gold medalist from IIT-Kanpur and a Ph.D. from the University of Maryland.
Raman Nagpal: Bachelor’s in computer science from Delhi Institute of Technology, Master’s in Computer Science from BITS Pilani. Master’s in International Business and CFA, Certified Corporate Director from INSEAD Business School.
Fund Manager Accolades: Dr. Naresh was the founder and Managing Director of Adobe India from 1997 till March 2015. He conceived and grew Adobe’s presence in India to 3500+ engineers over 18 years. Naresh is a prolific researcher and inventor. He is the author of several widely referred and seminal scientific papers in the area of Artificial Intelligence, Pattern Recognition, and Computer Vision. He holds seven Individual U.S. Patents.
Raman Nagpal: Raman has a deep background in technology and finance. He has been the inventor and founder of several technologies and new businesses in the area of adaptive learning engines, spurious drug detection system and application of data analytics in stock markets. Before pursuing investment fulltime, he was at Adobe Systems for 13 years where he was running a $200 Million global business.
Investment Objective: To invest in a diversified portfolio of only high-quality companies in Mid Cap.
Investment Strategy: Selection is based on fundamental and technical parameters using a proprietary artificial intelligence-based algorithm developed over 10 years. Investment Universe is 101 to 500 companies as per market capitalization.
For stocks finally selected in the portfolio, comprehensive valuation analysis is done on return metrics like long term earnings trend and other financial strength of balance sheet, as well as risk metrics like promotor level risk, business growth risk, solvency, and liquidity risk. Low churn is followed with an average holding period of 2 years. No short-term investments, derivatives or leverage and no participation in IPOs, and PSU stocks.