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Science of Alpha from Safety

Mispriced Stocks & Hidden Treasures

Popular themes are, typically, well known to the market. The popular stocks in those popular themes are priced to perfection leaving just the discount rates for the investors. There might be other stocks which are not yet identified with the theme but might be hiding divisions which gain from it. This is the direction to…
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DAILY VOICE: Earnings downgrades could happen in COVID affected sectors in upcoming quarter: Dr. Vikas Gupta of OmniScience Capital

Dr. Vikas V Gupta, CEO & Chief Investment Strategist, OmniScience Capital, believes that given the lockdowns, it is likely that earning downgrades could happen in sectors that deal with perishable goods and services. In an interview with Moneycontrol’s Kshitij Anand, Gupta said that investors should look for companies benefiting from life from home theme that includes WFH,…
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Demystifying equities-Understanding the potential risks and returns

Synopsis Let us decide to increase our risk tolerance. Easier said than done. So how do we go about it? The mantra we will use is “Knowledge Overcomes Fear”. The more you know and understand about equities the more risk tolerant you are likely to become over time. Dear HENRYs & other NRIs, a rational…
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A Study in Stocks: The Science of Investing

Beating the markets or generating investment alpha requires an “edge” provided by unconventional analytical methods. E.g.-The Digital Transformation  (DX) theme benefiting the Indian  IT sector driven by US Technology investments in DX. Vikram and Whittle discuss methods used by Sherlock Holmes and C. Auguste Dupin in their art of detection applied to investing. The next…
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One secret about Dividends

The origins of dividends, why they are paid to shareholders, why dividend yields are low in India and a high dividend portfolio revealed. “What exactly is a dividend, Vikram?”, I asked as we were sitting across the breakfast table in Vikram’s apartment in Mumbai. To escape the New York City cold, I had decided to…
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How first time equity investors can get started

It is better to invest in a portfolio of dividend paying stocks. You are below 40, married, maybe have a child. You have a stable job. Your income is quite sufficient to take care of your EMI and still have significant surplus cash flows. The surplus money keeps lying in your salary account. Once in…
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Are US equities in sweet spot?

Are US Equities In A Sweet Spot?

Are US Equities in a sweet spot: Does an appreciated INR makes it sweeter for Indian Investors? US markets present several well-known companies with popular products across multiple sectors One can start with a 5% to 10% allocation to US markets and take it up to 20-30% depending on the suitability to their investment goals…
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Dividends Are Divine In A ZIRP World

Generating Higher Income with Investment Grade Equity – AAA rated companies Summary In tandem with the ZIRP-world RBI has kept interest rates low resulting in fixed income instruments such as bank FDs, GSecs, Corporate bonds, Debt funds, etc. yielding low returns leaving income-dependent investors searching for yields. Contrary to the typical investor chasing yields in…
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Trillion-$ trick: India could be just one policy tweak away from a tectonic shift in money matters

Economic Times Synopsis The key focus should be to direct first timers, the Robinhood traders, to the equity markets to build wealth over the long-term. It is 2021, the Sensex has touched 50,000 from an initial value of 100 in 1979, i.e. 500 times over nearly 42 years, and Nifty is close to touching 15,000…
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OmniScience Capital introduces a New Asset Class Beyond Mutual Funds on the smallcase platform

OmniScience smallcases bring the exclusive HNI strategies based on Scientific Investing to All   Mumbai, Jan 21, 2020: OmniScience Capital, a SEBI-registered Investment Adviser, has partnered with smallcase, a fintech investment platform, to bring a new asset class OmniScience smallcase. OmniScience smallcases are based on its proprietary Scientific Investing framewok which aims to “Enhance Safety,…
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