Turtle's Quant Process - Turtle Wealth

Core Purpose

To Generate Exceptional Alpha through a Quantitative Investment approach, ensuring that every decision is data-driven and without any human biases.

Ethos of Turtle’s Quant Process

An investing ideology that we live by and is deep in our DNA

Made with 20 Years of Experience by Rohan Mehta (CEO & Portfolio Manager)

Extremely Simple and fuelled with Speed

We know when to Hold, Run, Fold or Walk Away.

To Hold North, To Sell South & To Replace East & West Stocks

We Love our Clients Profit more than the Invested Companies

5 Crazy Features of Turtle's Quant Process

Investment happens only in

Turnaround & High Valued Business

Top 500 Companies of India

All-Time High-Profit Making Business

EXIT is decided before ENTRY

Portfolio Allocation based on Risk Parameters

Turtle Quant's Process

Don't SELL North, Don't HOLD South, REPLACE East & West!" ^TM

1

No Minimum Holding Bias

2

No Investing in SIN Business

3

No Sector Bias

4

No Market Cap Bias

5

No Model Portfolio Allocation Bias

6

No Averaging Loser

7

No Premature booking profits

8

No Falling In Love With Stocks

9

No Entry before deciding Exits

10

No Complex Fee & Structure

PPP Investment Process^TM

A Hand-Crafted All-Weather Process that is made with the Vision of “Long Term Wealth Creation"

Price

Stocks at ATH Price
Outperformance Of Stock to BSE 500
Deciding EXIT before ENTRY

Profits

Proﬁts at ATH
Value > Price
Turnaround Businesses

People

Meeting Management
Scuttlebutt Research
Due Diligence

3 Phases of Turtle's Quant Process

1. Selection & Research

"It's not what you buy, but it's how much you buy" — Rohan Mehta

Stock Selection Process

Step-by-Step blueprint to generate Alpha, ensuring that every decision is data-driven without any human biases.

All Time High Stock Price After a long Consolidation

All Time
High Profits

Outperformance of Stock to BSE 500

Value > Price

Turnaround
Story

Turtle's Scoring Process

With our ranking system, we are not smarter than others, but are more disciplined.

Daily ATH Stocks -02/5/2024

Simplify Quants

ATH Price
ATH Profit
Outperformance Of the Stock To BSE500

Each Parameter accounts for 1 score
We take Companies that score 3 for further research

2. Allocation & Risk Management

"It's not what you buy, but it's how much you buy" — Rohan Mehta

Quantitative Allocation Process

A Robust Risk Management System which is the Unique in the World of Investment

1.2% Risk Per Stock

Deciding Exit before we enter

No Model Allocation Approach

Allocation based on the Risk Approach, is purely dynamic

Re allocation of stock is also based on Quants

Turtle Risk Management Framework for Allocation

We believe 40% is Return Management and 60% is Risk Management and that’s where our nerves are

Please note that this is sample data and is intended for informational purposes only. It does not guarantee any accuracy and should not be construed as an investment recommendation.

3. Holding Review

"You’ve got to know when to HOLD, know when to FOLD,
Know when to WALK AWAY, And know when to RUN" – Kenny Rogers

Turtle Review Process

We don’t know how much the upside is, but we surely know our downside.

WM Holdings Stocks as May 2024

Exit Decision Process

Refer Report Documents

This is a sample report curated exclusively for Turtle's investors and is intended for informational purposes only.
It should not be construed as an investment recommendation.

Entry Note

Exit Note

Investor’s Portfolio Report

Podcast

Learning, knowledge & Experience

Portfolio Management Services

Optimize Your Investments with Our Expert PMS Services

Wealth Mantra PMS

Investing in Leaders

“Curated for Investors Looking for Great Companies with Low Volatility”

Last 1 Year Return
51.31%

Minimum Investment
50 Lakhs

Growth Mantra PMS

Investing in Emerging Leaders

“Curated for Investors Looking for High-Growth Companies with a Pinch of Volatility”

Last 1 Year Return
51.93%