The AlphaBets PMS strategy aims to generate absolute alpha and superior risk-adjusted returns by managing a concentrated portfolio of equities. Targeting investors ready to commit capital for five years or more, AlphaBets focuses on minimizing behavioral biases and following a rule-based quantitative framework.

The goal is to outperform benchmarks by selecting only those stocks that pass strict, quant-driven parameters of momentum, quality, and low volatility – ensuring true wealth creation over the long term.

Quantitative + Rule-Based = Alpha

The AlphaBets strategy follows a three-tiered investment process:

1. 1. Investment Universe
      • Top 500 stocks by market cap
      • Segregated into large-cap (Top 100) and mid/small-cap (Next 400)
   2. Quantitative Filters
      • Stocks filtered through momentum and low-volatility models
      • Final universe of 80–100 stocks with high conviction
   3. Portfolio Construction
      • Ranks based on momentum + risk-weighted allocation
      • Final portfolio: 15–20 stocks
      • Entry/exit decisions automated and rule-based

AlphaBets operates on 4 core investing principles:

1. Rule-Based Approach
   • Disciplined entry/exit
   • Minimizes emotional bias
   • Quant meets human intuition
2. Satellite Portfolio Structure
   • Complements passive core strategies
   • Focuses on high-growth, alpha-generating equities
3. Factor Investing
   • Blend of momentum, low-volatility, and quality
   • Long-term compounders only
4. Periodic Rebalancing
   • Responds to market volatility
   • Ensures winners stay, losers exit
   • Dynamic, yet consistent