WaR &Peace

For investors focussed on consistent returns across economic cycles or better than market average resistance to market headwinds

  • Returns ($) - 66.12%

  • Returns (INR) - 90.72%

  • Volatility - 35.41%

  • Sharpe - 1.86

  • VaR - (2.0)%

Overview

This thesis invests in those assets – equities, commodities, REITs, and Debt– that are in use whether the economy is in a boom or a bust. In doing so, it provides capital growth and preservation for the conservative investor, without compromising on returns. This actively monitored and managed thesis recommends investments in consumer staples; equity in robust and cash-rich companies like Microsoft and Google; utilities; healthcare; and Data Centres Real Estate.  

Design Principles

The War & Peace Thesis’ allocation rests on strong mathematical foundations developed by John Kelly generating an asset mix optimal on the risk-reward scale whilst giving ample room for correction hence protecting our investors. To further mitigate risk for the investor, securities that are selected are for the most part north of $500M.


Underlying companies have been screened for Return on Invested Capital; Cash Position; Momentum of umbrella ETF, relation of assets to the economic surroundings. Further the portfolio encompasses, companies / funds / commodities / REITs that incorporate individuals and corporates’ essential services, and are hence, balanced for inflationary and deflationary environments. i.e. from Data Centres crucial to our virtual lives to Water Resources crucial to our physical lives. The War & Peace Thesis' allocation rests on strong mathematical foundations developed by John Kelly (the famous Kelly’s Criterion) generating an asset mix optimal on the risk-reward scale whilst giving ample room for correction, hence protecting our investors.

A question facing every investor convinced on their strategy is "Should I buy today or wait till next week?": It is our firm belief that market timing is a fruitless exercise and we have seen this repeatedly, for this reason, ShiftAltCap recommends a quarterly SIP.

Thesis Value of War & Peace

As of 31st August 2020

Annual Performance

Recent Performance

Top Holdings and Sectoral Distribution

The top holdings of this thesis are outlined below:

  • Utilities Sector SPDR ETF

  • Consumer Staples Select Sector SPDR ETF

  • Alphabet Inc.

  • Microsoft

  • Invesco Water Resources ETF

  • Equinix Inc.

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