49 results for “Momentum”

Adaptive Momentum, Rebuilt.

Read on to know how Capitalmind Wealth’s Adaptive Momentum strategy works, how its momentum factor is constructed, and the changes made to the model over time.

The Factor Zoo and the Animal that is Momentum

Momentum investing sounds simple, but the choices behind it create a zoo of possible strategies. Read on to know how these choices shape momentum factors, and why economic intuition matters more than backtest performance.

Momentum’s Underperformance: The Cost of Risk Management

[Podcast] A Structured Approach to Cash Calls

Understanding Momentum Investing

The most comprehensive guide to understanding momentum investing - the strategy proven to consistently beat the market. Explore extensive research on why momentum works across time periods, countries, and asset classes. Learn the behavioral finance behind momentum and how to apply it successfully in Indian markets. Dive into studies from the premier anomaly to the efficient market hypothesis. And learn real-world lessons from Capitalmind Adaptive Momentum, India's best and longest-running Momentum PMS.

[Podcast] EP 76: Momentum Investing in India with Anoop Vijaykumar

Explore the power of momentum investing with Anoop Vijaykumar from Capitalmind, as he delves into the intricacies and successes of the momentum portfolio. Celebrating five years of remarkable performance, Anoop discusses how this quantitative strategy has yielded an impressive annualized return of nearly 29%, significantly outpacing traditional benchmarks like the Nifty and NSE 500. Learn how the adaptive momentum strategy skillfully navigates market volatility and what the future holds for momentum investing. Tune in to discover how strategic adaptations in challenging times, like March 2020, minimized losses and reinforced the robustness of momentum investing. Whether you're a seasoned investor or new to the market, this episode offers valuable insights into a proven approach that leverages market trends to achieve superior returns. Don't miss out on this insightful exploration of momentum investing at Capitalmind.

Demystifying Momentum

The Adaptive Momentum Portfolio in our PMS, Capitalmind Wealth, completed five successful years of live operation in March 2024, making it India’s longest-running quantitative PMS momentum strategy. We wrote this article for the non-finance investor to understand, jargon-free, from our experience managing a quantitative momentum strategy with real capital.

[Podcast] Stock market returns are lumpy. Get used to it

10-Dec: FPIs Sell Hard, Sector Rotation in 2023, Godfrey Phillips is Outlier & More

Quick glance 🔆 Market Overview: Crisp overview of markets & macros 🔆 Off the Charts: FPI sell hard in 2022, but we still hit ATH 🔆 Good Reads: 5 good reads from across the globe 🔆 Outlier Stock: Godfrey Phillips Breaking Out 🔆 Capitalmind on YouTube: Investing at market highs, sector rotation in 2023 & More

🔆 03-Dec: Honda Power, GDP Update & More

🔆 Quick glance What’s up with markets: Crisp overview of markets & macros What we are reading: 5 good reads from across the globe What stock: Honda India Powers through as Outlier What’s on YouTube: India's Q2FY23 GDP Analysis & More

19-Nov: FTX scandal, Railway stocks, Prataap snacks & More

🔆 Quick glance What’s up with markets: Crisp overview of markets & macros What we are reading: 5 good reads from across the globe What’s that outlier: Prataap Snacks What’s on YouTube: FTX scandal, Railway stocks & More

🔆 12-Nov: NESCO, Nykaa, HDFC Twins & More

🔆 05-Nov: TIPS Industries, Global Health IPO & More

🔆 Quick glance - What's up with markets: Crisp overview of markets & macros - What we are reading: 5 good reads from across the globe - What's that outlier: TIPS Industries - What's on YouTube: E-Rupee, Global Health IPO & More

[29 Oct 22] Newsletter: 30% OFF Diwali deal, Venus Pipes is Outlier, 5 Good Reads & More

🔆 Quick glance What's up with markets: Crisp overview of markets & macros What we are reading: 5 good reads from across the globe What's that outlier: A note on Venus Pipes What's on YouTube: Jio Financials, Mid-size banks & More

[21 Oct 22] Newsletter: 30% OFF Diwali deal, TCI is Outlier, 5 Good Reads & More

Quick glance 🔆 What's up with markets: Crisp overview of markets & macros 🔆 What we are reading: 5 good reads from across the globe 🔆 What's that outlier: A note on Transport Corporation of India 🔆 What's on YouTube: Booming bank credit, Bajaj Finance & More

[15 Oct 22] Newsletter: Outlier in focus, Market Overview, 5 Good Reads & More

🔆 What's up with markets: Crisp overview of markets & macros 🔆 What we are reading: 5 good reads from across the globe 🔆 What's that outlier: A note on Butterfly Gandhimati Appliances 🔆 What's on YouTube: UPI is not killing toffees, Wipro woes & More

[3 Sep 22] Newsletter: Market overview, Weekly Youtube show & 5 Good reads!

. - Market Overview: Sensex 30 PE trend, Macro markers & Top stocks of the week - Links we like: 5 good reads on markets & money - Capitalmind Show: Kya Lagta Hai Bazaar on Youtube .

[20 Aug 22] Newsletter: Market overview, Weekly Youtube show & 5 Good reads!

. - Market Overview: Sensex 30 PE trend, Macro markers & Top stocks of the week - Links we like: 5 good reads on markets & money - Capitalmind Show: Kya Lagta Hai Bazaar on Youtube - [Last Chance] - Independence day offer! .

[23 Jul 22] Newsletter: Market Overview, 5 Good Reads & Capitalmind Weekly Show!

🔆 Quick glance . - Market Overview - Sensex 30 PE trend, Macro markers & Top stocks of the week - Links we like - 5 good reads on markets & money - Capitalmind Show - Kya Lagta Hai Bazaar on Youtube .

[9 Jul 22] Newsletter: Market Overview, Links we like & Our weekly show

Quick glance - Nifty 50 PE ratio - Valuation indicator for the current markets - Hits & Misses - Stocks that gained and lost the most - Links we like - 5 good reads on markets & money - Capitalmind Show - Kya Lagta Hai Bazaar .

Momentum Factsheet November 2021

Oct + Nov 2021 Update for the Capitalmind Momentum Portfolio The Capitalmind Premium Momentum portfolio had a flat November while the NIFTY and CNX500 were down -4% and -3%, respectively. Overall, for October and November, CM Momentum is marginally positive (+1%) while the indices are slightly down, NIFTY (-3.6) and CNX500 (-2.7). Read on for the combined Oct and November 2021 wrap-up.

CM EasyInvest, Airtel Rights, Momentum & More

Momentum takes a pounding in a frenetic August

Aug 2021 Monthly Update for the Capitalmind Momentum Portfolio A bad month for the Capitalmind Momentum portfolio, down -3% compared to +8.6% for the NIFTY and 6.5% for the CNX500. After a broad decline across the board, large caps came roaring back even as mid and small caps struggled.  Read on for the August 2021 wrap-up.

EP40: How Smallcase helped create a new generation of investors

Episode 40 and we’re speaking to the fintech firm that just raised 40 Million dollars last week - Smallcase! Deepak sits down with co-founders Vasanth and Anugrah to talk about creating a new way to invest in stocks, investment lessons from the pandemic and what’s up next from the Smallcase team.

EP39: Why we run a PMS and how we do it differently

What is a Portfolio Management Service? How does it really work? Do they actually benefit their clients? In this episode, Vashistha and Deepak explore PMS' through their experience of running one at Capitalmind. They explain how the operations work, the pros and cons of different fee structures, quantitative strategies and how PMS' are different from AIFs, Mutual Funds and Smallcases.

Five perils of momentum investing you cannot ignore

Momentum investing has become the rage these days. Not surprising given the purple patch momentum strategies have been going through over the last 18 months. Call it herding or a side-effect of slightly over-the-top marketing by some practitioners offering the best momentum investing strategy, there is a headlong rush of investors. And as more new investors pile onto the momentum bandwagon, we are increasingly seeing unrealistic expectations. New investors to equities in general, or to momentum as a philosophy. So we decided to do some anti-marketing of momentum investing. Read on for the five perils of momentum investing to keep in mind for new and seasoned investors.

The Capitalmind Momentum Smallcase

The Capitalmind Momentum Smallcase performance and how to subscribe

Momentum Monthly Fact Sheet: Jan 2021

Markets retraced a bit in the first month of the year ending -2.5% down. Capitalmind Momentum was marginally up at +1.4%. Read on for a quick take on how the Momentum portfolio performed in January 2021.

Momentum Monthly Fact Sheet: Dec 2020

The monthly performance update for the Momentum Portfolio in the last month of 2020. Momentum returned just over 7% for the month more-or-less matching the broader markets.

Podcast #33: Momentum Investing, Unintuitive yet Effective

In this episode of the Capitalmind Podcast we discuss what is momentum investing, the key research by academics and practitioners that started the exploration into this strategy, the two schools of thought that explain why it exists. How it applies to Indian markets, and our analysis into whether it has worked. Also the downsides of momentum, both real and perceived, and in what ways it can be a good counterweight to a bottom-up fundamentally picked portfolio. We close with how we manage the Momentum portfolio at Capitalmind, and the differences between the Premium and the PMS Momentum portfolio.

[Media] On CNBC TV18: Smart Money on Momentum, Risks, Books and more

Where Deepak speaks about Momentum, Risks and Discipline in investing.

Podcast #31: How trend following can make buy and hold better

In this episode, Shray and Sandeep discuss how adding a trend following layer to a long-only portfolio can help enhance returns and lower drawdowns, in the context of Capitalmind Chase - our own such strategy.

Podcast #26: Who moved my market? A deeper look at FIIs.

Portfolio: Momentum Portfolio reduces equities some more

Portfolio: Momentum Portfolio reduces equities

Podcast #23: How India’s amazing new financial infrastructure will enable better, more inclusive “Bharat UX”

Podcast #21: The amazing rise of passive and what you need to do about it

Momentum Investing: How many stocks is too many / too few?

Our Best Stuff in 2019

Does Momentum Investing work in India?

Momentum: How Does It Look In Large Cap Stocks?

Podcast: Momentum- The Anomaly that Persists (Episode-6)

Buying Momentum Portfolio when Markets are Weak

Podcast Episode 2: Are Index Funds Outperforming Actively Managed Funds?

Charts: Positive Momentum, Negative Momentum and the Carnage within

Guest Post: A value investor’s experiment with momentum

Video: Introducing Options With AP with a High Conviction Tata Steel Move!

Interviewed at ET Now: On Splitting Airtel, The Upgrade of Persistent Systems and The Bank EPS Push

Interviewed at ET Now: My take on Defense, Auto and Large Cap IT