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
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
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
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 ProcessTM
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
Our Quant Research Team
3 Phases of Turtle's Quant Process
1. Selection & Research
Stock Selection Process
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
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
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
Turtle Risk Management Framework for Allocation
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
Turtle Review Process
WM Holdings Stocks as May 2024
Exit Decision Process
Podcast
Portfolio Management Services
Wealth Mantra PMS
“Curated for Investors Looking for Great Companies with Low Volatility”
Last 1 Year Return
51.31%
Minimum Investment
50 Lakhs
Growth Mantra PMS
“Curated for Investors Looking for High-Growth Companies with a Pinch of Volatility”
Last 1 Year Return
51.93%
Minimum Investment
50 Lakhs
Profit Mantra PMS
“Curated for special ones looking for Customised Investment requests”
Last 1 Year Return
49.19%
Minimum Investment
5 Cr.