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The India Super 50 Portfolio

The IS50 is a curated list of the best 50 stocks in the Indian stock market, at any given point in time.

These stocks are identified from a larger list that is thrown up using cutting edge Artificial Intelligence and Machine Learning technologies, that comb through mountains of financial data, annual reports, conference call transcripts, press coverage, social media chatter, macroeconomic data, quantitative sentiment indicators, etc.

The AI- ML approach enables us to remain completely neutral, unbiased, unemotional about our selection.

And it also makes us remain absolutely clinical in our exit strategy.

To this constantly evolving list of stocks, we apply a patina of our decades of human Intelligence.

This combinatorial approach Human-+ Machine Model makes us come up with a list of 50 stocks that are best positioned to capture nearly every single alpha generating move in the markets.

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India Multi-Asset Allocation Portfolio (IMAAP)

Our IMAAP (India Multi-Asset Allocation Portfolio) Product has been carefully designed to get you the highest possible return for a given, diversified level of Risk.

Taking exposure across major Indian Asset Classes, the IMAAP seeks to deliver consistent, low volatility return, based on top down allocation decisions

The IMAAP is part of First Global's Single Window - All Weather (SWAW) Investment Products. The IMAAP's core strategy follows our central learning that nearly 90% of returns in Investing, come from getting the Top Down Asset Allocation right.

Specific stock selection adds only 10% or so to the returns.

Hence, the IMAAP invests across Asset Classes: Stocks, Bonds, Commodities, REITs etc available in India.

The weightings of each Asset Class in the Portfolio is adjusted dynamically and tactically, depending on the relative attractiveness of each Asset Class.

The process for security Selection and weights for each position and overall asset allocation pie chart, is the same Human + Machine Model that powers all First Global Investment Products.

The Unconventional Wisdom behind First Global's Investing Process

First Global is renowned across the world for being deeply data driven, in its investment approach. We are unemotional about investing. We don't get romantic about it. We view it for what it is: a vehicle to get rich, while minimising risk.

So why does our investing model work across cycles and markets?

The most common investment myth that is peddled day in and day out, is that diversification is the enemy of high returns.

In reality concentrated portfolios are a recipe for disaster more often than not.

Any fund manager who professes to run deeply concentrated portfolios is going to be a fund manager who will do well for sometime and then flame out when even one or two stocks in the portfolio run into bad weather.

At First Global, our research and learnings have been exactly to the contrary.

As a result of our strategy of diversification, we have found that you can generate tons of alpha without adding proportionately to risk.

Across market cycles.

Portfolio Management Services of First Global

Another common myth that is heard all the time is that to make high returns, you have to take high risk.

Nothing could be further from the truth.

Our research and findings are again to the contrary.

First Global has simplified the confusing world of investing, into an elegant, simplified, yet deeply researched, Investment Model.

The Model is called Return and Risk Optimization (RARO) Model of Investing.

What is the RARO Model?

It has taken us decades to figure this out. And frankly, it's a tad complicated.

But let us simplify it for you.

Taking off from Nobel-winner Markowitz's Modern Portfolio Theory (MPT), First Global has innovated on this.

And discovered that a newer, far more efficient frontier exists in investing, wherein you can actually maximize return while minimizing risk.

Don't ask us how. Because that's our secret sauce. Tons of data have been mined, hundreds of patterns have been detected. Conclusions have been built.

Suffice it to say that this is what the RARO Model is: finding the best investment ideas, in India and across the world, that give virtually" free" alpha, ie , high return but without adding to units of risk.

Again, most fund managers approach the business of investing as they would approach a romantic affair: you fall in love with your stocks. You overlook even the most obvious danger signs.

And you hang on to the bitter end.

Not us.

We are neutral. Unbiased. Unemotional.

If we see a problem in a portfolio stock, or in a sector, or in a country, we will be out.

There will be no rationalizing.

This makes our approach robust. It makes our approach less risky.

All of it makes for sustained investment performance.

How First Global has re-engineered Investing

We manage money using the RARO Model

First Global's Investment Management Products span the world. Including India.

And three decades of investing experience have given us one - yes, one-central learning : That top down, Asset Allocation-Country Allocation- Sector Allocation, determines 90% of your returns.

Bottom up stock picking adds just 10% value!

And all the noise you hear is only about "great stock picks".

We have morphed this learning into the Risk and Return Optimisation ( RARO) Model of Investing, which we have explained above.

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