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OmniScience Strategies US Annual Update for 2021

Science of Alpha from Safety

OmniScience Strategies US Annual Update for 2021

OmniScience US Strategies Annual Update Cover

OmniScience Strategies US Annual Update for 2021

Global Multi-Thematic Investment Opportunities

Enhance Safety, Enhance Growth, Enhance Returns

In 2021 Mr. Market delivered fantastic returns, with Asian exception

2021 has been a fantastic year for equity investors across many markets across the World. S&P 500 delivered 28.71%, Nasdaq-100 27.51%, MSCI Europe 16.97%, Sensex 23.23%, and Nifty 25.59%, total returns, respectively. Meanwhile, other major Asian markets were flat to bear territory, for example, in USD, MSCI Japan (2%), MSCI Hong Kong (-4%), Korea (-8%) and China (-22%).

…rewarding Scientific Investors who embodied Originality, Character and Patience

Without getting into the specifics of how well OmniScience strategies did in 2021, it can be surmised that OmniScience’s Scientific Investors got “satisfactory returns” as Benjamin Graham would have put it. Definitely, we as fund managers were quite “satisfied”.

What one will miss from the above performance is that equity markets do not deliver performance consistently but rather in bursts. There are years of negative performance too. For example, 2018 was a negative performance year. But those who had the patience - a majority of OmniScience Scientific Investors - were rewarded in 2019, 2020 and 2021.

OmniScience’s Scientific Investors—were rewarded in 2021. The requirement that the Scientific Investor should have Originality, Character and Patience is again reinforced. The OmniScience investment managers must focus on the Originality aspect and the Character aspect, while the Client has to focus on the Character and Patience aspect. This partnership between the managers and the clients leads to the performance and alpha generation as a result of Scientific Investing.

Scientific Investing: Surviving and Thriving

Scientific Investing Philosophy is the Science of Alpha from Safety. What Scientific Investing Framework does is: Enhance Safety, Enhance Growth, Enhance Returns. Scientific Investing focuses on building a portfolio which can survive and thrive in the always uncertain future. For example, survive crises like Covid-19 lockdowns and thrive in ensuing economic booms. The focus on identifying below-the-radar growth vectors helps uncover extraordinary investment opportunities. You can learn more about this in the section on Scientific Investing.

How to invest in OmniScience Strategies?

OmniScience’s US strategies are available on the Stockal platform at https://www.stockal.com/stacks/stackdetail?name=OMNIUSS and https://www.stockal.com/stacks/stackdetail?name=OMNIAIT

OmniScience strategies are also available on Custodian platforms for both Indian and US strategies.

OmniScience’s Indian strategies are also available on the smallcase platform at https://omniscience.smallcase.com/

 

Read the full report and download it here:

OmniScience US Strategies Annual Update 2021

 

 

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