Plutus Long Short Strategy

Looking to generate an Alpha over a long only equity portfolio?

Use the Plutus long short strategy and generate an Alpha over an underlying long-only equity portfolio using non-leveraged derivatives strategies.

Introduction

The Plutus Long short strategy aims to generate alpha for clients by taking active views on stocks based on fundamental analysis and using derivatives strategies on the underlying portfolio of stocks.

Investment Philosophy

equities and indices
Details

The goal is to generate Alpha for the client through long and/or short positions in equities and indices

fundamental analysis
Details

This is done by taking active views on stocks based on fundamental analysis

Idiosyncratic risk
Details

The strategy is sector-agnostic but will seek appropriate diversification to limit idiosyncratic risk.

Indian equity market
Details

This is done by building a portfolio that contains securities that represent a cross-sectional sectoral view of the Indian equity market

Key Attributes

Tick Image Can help diversify a portfolio that is long-only equities.
Tick Image To generate Alpha through long and/or short positions in equities and Indices in the cash and derivatives markets.
Tick Image Sector-agnostic but with appropriate diversification to limit risk

Performance Comparison

As on 31st October 2022

Performance Comparison

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Factsheet