Name: Flagship multi-factor strategy
Brand: smallcase
SKU: TOLMO_0001
Price: 331863 INR

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.

Our methods have been validated on data from across countries, industries and time periods.



Our core beliefs are as follows:

1) Transparency, 2) Evidence-Based Investing, 3) Systematic Decision Making, and 4) Win-Win client relationships.

Nifty_SM100

Flagship multi-factor strategy

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 team does in-depth research to decide the criteria to be used for constituent screening

The research team does individual stock picking after going through company reports and financials and decides on a host of qualitative and quantitative parameters to be considered while screening stocks for the respective strategy

Following parameters are considered while assigning weights to stocks in this smallcases:<ul><li>Market capitalization</li><li>Management quality and vision</li><li>Theme exposure, revenues and earnings visibility</li></ul>

This smallcase has a monthly rebalance schedule. Once every month, the research team reviews this smallcase to add or drop stock/ETFs, if applicable

The final screened stocks are then weighted according to the selected asset allocation algorithm

Flagship multi-factor strategy

Flagship multi-factor strategy

Overview

Stocks & Weights