Wright Factor Fund Hedged PMS

Key Portfolio Attributes

Inception Date: 24/8/23

Number of Stocks: 23

Founder & Portfolio Manager: Sonam Srivastava

Portfolio Manager’s Experience:

10+ years of experience in investment research and portfolio management. She started her career in the field with Mumbai-based Forefront Capital, acquired by Edelweiss. At Edelweiss, she worked as an algorithm designer at Edelweiss's institutional equity broking desk. After that, she worked at HSBC Europe as a quant building factor-driven portfolio solutions. Before starting Wright Research, she also worked at Qplum, doing portfolio management at the artificial intelligence-driven Robo-advisor.

Portfolio Manager’s Qualification:

Graduation from IIT Kanpur with a master’s in financial engineering from Worldquant University. Sonam Srivastava is a globally recognized researcher and works as a visiting faculty as AI in Finance Institute New York and BSE Institute Limited.

Investment Objective

The primary objective of the Wright Factor Fund Hedged is to provide long-term capital appreciation by strategically investing in a portfolio of Indian equities along with protecting the downside risk with hedging. Our fund seeks to consistently outperform the benchmark through a disciplined, factor-based approach, capitalizing on market anomalies and meticulously chosen investment opportunities. While the emphasis is on creating a robust growth trajectory, risk management and hedging is given equal importance to ensure the safeguarding of investor capital in various market scenarios.

Investment Strategy

The Wright Factor Fund employs a disciplined, quantitative multi-factor investment process. This approach leverages the power of 10 factor groups like value, momentum, growth, and quality. These factors are carefully selected for their proven contribution to portfolio returns over time.
The investment team uses an academically backed, data-driven approach to identify securities with attractive characteristics based on these factors. The portfolio is structured to be well-diversified across sectors, limiting sector-specific risks and ensuring balance.

Investment Philosophy

The investment philosophy of Wright Factor Fund PMS is Quantitative MultiFactor Investing.

Wright Factor Fund Hedged complement this process with monthly rebalancing, fine-tuning the portfolio composition based on evolving market conditions and investment outlook. Additional adjustments may be made on a weekly basis, in response to significant market events. The investment approach centers around dynamic asset allocation. Recognizing the cyclical nature of the markets, we adjust allocations among equity factors and bonds, gold exposure based on market conditions and expected returns.

Managed by Sonam Srivastava, Wright Factor Fund Hedged disciplined investment approach, coupled with an agile asset allocation strategy, enables us to capitalize on opportunities across different market conditions, reducing risk and enhancing potential returns. Wright Factor Fund Hedged strives for a balance between protecting capital and growing assets, delivering a portfolio that can weather market volatility and thrive in favorable conditions.

Do Not Simply Invest, Make Informed Decisions


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