Complex, Sophisticated Strategies
With Distinctive Unconventional Approach
That Drive The Alpha
WHAT WE DO?FirstCapital is a multi-asset Niche and unorthodox player in the investment management space that creates complex sophisticated strategies with a distinctive unconventional approach to drive an Alpha, keeping a neutral view to the markets. Our endeavor is to provide a fundamental value-driven, risk-managed approach to investing. Our Market Neutral Strategies strive to offer consistent Alpha returns to Investors.
INVESTMENT FRAMEWORKSet of well established but flexible principles that draw on the concept of “economic” earning power and cash return on investment as understood by a business owner. Four essential ideas serve as the foundation: ● Focus on the long term ● View investments as conferring proportionate ownership of the business. ● Seek a margin of safety. ● Maintain a balanced outlook on the market. Access investment value based on detailed and rational analysis of facts. Create analytical models that serve to identify “robust businesses, run by high-quality managers, at a reasonable price”.
Enhancer Alpha is designed to deliver additional returns on your existing / idle portfolio of stocks / mutual funds, without selling or altering it, thereby not compromising on the existing portfolio returns. Key features.
The Protector Portfolio consists of 25 high quality stocks., of which 80% are blue chips and 20% are midcaps. It is designed to deliver Nifty Plus returns on a consistent basis. In order to further mitigate the risk and enhance the returns, the portfolio is perpetually hedged up to 100%. Key features.
The MultiCap Portfolio consists of 20-25 stocks., across capitalizations and sectors. The Strategy is to invest in combination of monopolies and emerging businesses. The strategy endeavors to deliver returns over a medium to long term periods on a consistent basis. In order to manage periodic risks arising out of market volatilities , the portfolio may be hedged from time to time. Key features.