Our inspiration to F.I.R.E (achieve Financial Independence & Retire early) comes from the Jim Simons’ Medallion fund house which clocked 66% CAGR over 30 years & delivering $100 Billion in profits (Yes! You read that right)

One of his associate, famously argued while setting up the medallion fund, "If you trade a lot, you only need to be right 51% of the time & We need a smaller edge on each trade"*.

This approach, as quoted*, gave us the spark for revitalizing TurtleQuants. We wanted to make quantitative investing an affordability for all, through a Do-it-Yourself (D.I.Y) approach, delivering superior gains that the best of best mutual funds struggle to achieve. Our quantitative approach, rests on our two functional pillars Keep it simple & Make it easy. And using this approach we have mellowed down some of the most complex decision making in equity investing.

Keep it Simple

First trading day of the month - Our only trading day. We rebalance our current month positions on the 1st trading of the following month and enter new positions on the same day.

Make it Easy

Our quantitative methods picks stocks to buy per product or model portfolio using non-discretionary mathematical methods without any human intervention. Irrespective of the model portfolio, all stocks within the model portfolio carry equal weightage in allocation.