Own diversified portfolio of 12 – 35 high-quality Companies with Intelligent Ranking Algorithm / Strong focus on Business Fundamentals/Risk Management
ACCURACAP Alphagen PMS
Key Attributes
Inception Date: 31 December 2015
Number of Stocks: 30-40
CEO: Dr Naresh Gupta
Co-Founder & CIO: Mr Raman Nagpal
Portfolio Manager’s Experience: Dr. Naresh Chand: Total Exp – 29 Years Raman Nagpal: Total Exp – 24 Years. Founded AccuraCap in 2009
Portfolio Manager’s 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.
Investment Objective
Investment Process
Investment Philosophy
Portfolio Strategy
Invest in Multicap, where stock selection using Artificial Intelligence. The focus is on business fundamentals, a blend of growth & risk control. The average holding is for 2 yrs and the portfolio is rebalanced once a year. This avoids the Public sector & IPOs.
• Low Churn – average holding period is 2 years
• Mostly Fully Invested. No attempt to time the Market
• Tax efficient Investing – All gains are Long Term Capital Gains
• Portfolio is rebalanced on a pre-defined Schedule and usually once a year
• Stock exits the portfolio if the rank is below cut-off on the rebalance date
• Exiting Stock is replaced by the new high ranked stock while keeping number of stocks in portfolio constant
