Investment Philosophy

Hedge Moderate Portfolio is intended for the investors whose primary investment objective is to seek moderate returns over investment time horizon. A moderate investor is equally concerned about the risk – return trade off and is willing to accept limited volatility for the capital invested. This Portfolio is called moderate as it is designed to adapt to various situations, perfectly molding itself into the best shape for the current market situation. As with our other portfolios, this one too has its set of principles which are used in its design and construction:

• Stock selection based on extensive fundamental and technical analysis.
• Both sectoral and individual stock performance is taken into consideration.
• Portfolio would generally consist of equities and debt instruments with some exposure to gold ETF’s; however derivatives would be used to hedge the portfolio against losses.
• Opportunity cost on idle cash would be minimized through efficient management and exposure to mutual funds and other debt instruments.
• To take advantage of short term gains in the market, a moderate churn ratio would be maintained.

Investment Process

In-depth evaluation of fundamental factors and detailed technical indicators are used to pick diversified and versatile stocks.

• A detailed historical analysis is undertaken to ensure the pedigree of the company and to
  model future growth prospects for the company.
• A comprehensive financial analysis is undertaken which includes analysis of:
• Company Financials
• Valuation
• Financial Ratios
• Cash Flow Generation
• Net Profit Margins
• Debt to Equity Ratio
• Sector analysis and future prospects using both fundamentals and technical indicators

Portfolio Construction

• This portfolio may hold 40% – 60% directly in equities with the rest held in debt instruments, gold, or other liquid investments.
• The portfolio’s top 10 holdings may carry 50% of the total investment weight-age
• The Portfolio’s will be rebalanced continuously on the basis of market situation

Who can Invest

• Resident Indians
• Non Resident Indians
• Corporate Institutions

Minimum Investment: Rs.Five Lakhs.

Mode of Corpus: Introduced by way of Cash only.

Our PMS Service offers various features such as:

• 24 x 7 Online Access
• Performance Reports accessible via our secure website
• Transaction & Holding Statements
• Trial Balance & Other Financial Reports

To talk to a Hedge Wealth Management Specialist, please email us at wms@HedgeEquities.com or call +91 9349 0975 04