Name: Flagship multi-factor strategy Quant
Brand: smallcase
SKU: TOLMO_0001
Price: 265789 INR

CAUTIONARY ALERT: Some fraud is pretending to be me online. I do NOT run any WhatsApp group where I give stock tips nor do I have any app (apart from smallcase).
I have only one phone number +919870402183 and only one email id hersh.tolani@gmail.com
Everything else is fraudulent in nature.


After nearly a decade of stellar returns on our personal portfolio, we launched Tolani Investment Partnerships in 2018 with seed capital from a leading family office.

We are a research-intensive, quantitative-focused investment advisory which uses the power of data to shortlist companies with a high probability of giving super-normal returns.

Nifty_SM100

Flagship multi-factor strategy

Flagship multi-factor strategy Quant

Hersh Tolani

Using the power of Data Science to find undervalued companies which are  unlikely to reduce in price

The 1,000 largest companies in India (by market cap). This gives a vast enough universe to uncover undiscovered, under-valued companies, without compromising on liquidity or impact cost.

The portfolio is chosen on the basis of well studied factors which have been proven to work across geographies and time periods such as Value, Quality and Momentum.

The research team does stock picking after going through company financials and data and decides on a host of quantitative parameters such as Value and Price Momentum while screening stocks for the respective strategy

There will be 40 companies in every portfolio to ensure adequate diversification. with each company having an equal weightage of ~2.5%

This smallcase has a monthly rebalance schedule. Once every month, the research team reviews this smallcase and realign the weights with the selected asset allocation strategy for the next month

Flagship multi-factor strategy Quant

Flagship multi-factor strategy Quant

Overview

Stocks & Weights