Our Global Multi-Asset Strategy, carefully overseen by Bhavin Shah with insights from Eswar Menon. We spread investments across different types like stocks, gold, short-term or inflation-protected debt, and alternative assets. We leverage Eswar Menon’s strategies and conduct independent research, focusing on companies poised for superior risk-adjusted returns. Our strategy has worked well for four years, consistently performing better in different time frames.
The investment strategy involves top-down approach and allocates the funds across asset classes including Equity, Cash, Gold and other asset classes. We track various economic indicators of the key world market to determine the attractiveness of the particular asset classes. Based on insights from these indicators and experience, we determine the strategic position between equity, debt, gold and any other relevant asset class as appropriate. If the fund manager finds equity attractive, we select stocks or ETFs. Stocks are selected from our other two strategies based on their attractiveness in terms of valuation and ETFs are selected considering risk adjusted measures, expense ratio and overall outlook for the underlying strategy.
