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Managed by Sandeep Neema at PL Asset Management Private Ltd — The strategy aims to generate long-term capital appreciation and superior risk adjusted returns through a diversified multi-cap equity portfolio. TRINITY follows a structured Quantamental framework that integrates…
Investment approach vs BSE 500 TRI. Figures >1 year are annualised. Official figures, updated monthly.
The strategy aims to generate long-term capital appreciation and superior risk adjusted returns through a diversified multi-cap equity portfolio. TRINITY follows a structured Quantamental framework that integrates quantitative factor models, fundamental research, and disciplined valuation and risk assessment. The objective is to identify and allocate capital to securities across the market spectrum i.e. large, mid, small and micro-cap universe that demonstrate superior growth visibility, sustainable quality, attractive valuations, and favourable risk characteristics across market cycles.
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