Key Portfolio Attributes

Inception Date: November 2022

Number of stocks: 25

Portfolio Manager’s Name: Vaibhav Shah

Portfolio Manager’s Experience: 12+ years

Portfolio Manager’s Qualification: Rank holder CA and CFA

Investment Objective:

The invesment objective of Torus Oro PMS – All Weather Strategy PMS is to compound wealth over a long term by following principles of Factor investing which relies on host of data points and processing the same to identify underlying trends and hidden gems. With an in-house algorithm to identify stocks and a robust risk management mechanism, the aim is to generate higher risk-adjusted returns.

Investment Strategy:

The investment strategy of Torus Oro PMS – All Weather Strategy PMS is to stay invested into a portfolio of top momentum names from top 200 companies by market cap across sectors.

Investment Philosophy:

The investment philosophy of Torus Oro PMS – All Weather Strategy PMS is mainly based on identifying stocks that stack well in terms of underlying Momentum based on our proprietary algorithm. They crunch close to a million data points across their universe of BSE 200 to identify stocks that are strong in showcasing an underlying trend (Momentum) over the short-term.

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Do Not Simply Invest, Make Informed Decisions

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