Core Purpose
“Data Over Emotion. Discipline Over Bias. Alpha Through Process."
Ethos of Turtle’s Quant Process
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
3 Pillars of Turtle's Quant Process
Fundamental
(Profits)
Momentum
(Outperformance)
Technical
(Price)
Stock Selection Process
All Time High
Price
All Time High
Profits
All Time High Outperformance
Pre-Decided Exit (Downside)
Dynamic Risk Allocation
Quant Investing Framework
“Our Endeavour is to have that 80%+ of our portfolio remains in the ADD and HOLD categories.”
Super Performers
- ATH Price
- ATH Profit
- Outperformance relative to its sector and BSE 500
Performers
- ATH Profit
- Stock Above Turtle Exit Price
- Outperformance relative to its sector and BSE 500
Under Performers
- ATH Profit
- Stock Above Turtle Exit Price
- Outperformance relative to its sector and BSE 500
5 Crazy Features of Turtle's Quant Process
Turnaround
Business
Top 750 Companies of India
Outperformance of Stock to BSE 500
EXIT (Downside) is decided before ENTRY
Portfolio Allocation based on Risk Parameters
Our Heroes!
GPIL
8.54×TVS Motor
3.25×BLS Intl
3.05×Silver ETF
2.86×Nava
4.18×GPIL | 7.76X
Turtle Quant-Driven Investment Principles
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
Turtle Quant-Driven Investment Principles
No Minimum
Holding Bias
No Investing in SIN Business
No Sector
Bias
No Market Cap
Bias
No Model Portfolio Allocation Bias
No Averaging
Loser
No Premature booking profits
No Falling In Love With Stocks
No Entry before deciding Exits
No Complex Fee & Structure
Investment only in Human Friendly Businesses
Key Trigger For Turnaround Businesses
Management / Financial Restructuring
Strategic Mergers or Acquisitions
Diversification into New Business Lines
Shift in Sectorial Demand
Regulatory and Policy Support
Quantitative Allocation Process
Risk per Stock = Max of 1.2% of Invested Value
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
Interviews
Portfolio Management Services
Wealth Mantra PMS
Companies with Low Volatility
Investing Style
Leaders
50 Lakhs
Growth Mantra PMS
Investing Style
Emerging
Profit Mantra PMS
Investing Style
Bespoke
Universe
Top 750 Companies