Fortune 2030 Strategy - Divitiae Investments

Fortune 2030 Adaptive Alpha smallcase

Investment Philosophy & Strategy

💡 Investment Philosophy

Focus on risk-adjusted alpha generation through adaptive approaches
Balanced portfolio construction with 20 total positions (15 stocks + 5 ETFs/funds)
Dynamic asset allocation based on market conditions and opportunity assessment

🏆 Strategy Components

Asset Class Allocation

67% / 33%

Equities (65-70%)

Alpha generation

ETFs & Other (30-35%)

Drawdown Reduction

Optimize risk-adjusted returns through adaptive multi-asset global strategy framework

Portfolio Allocation Strategy

1️⃣ Equity Allocation

💼 Mid-Cap

0-75%

MCap- 5K-25K

Alpha Generation

🔸 Small-Cap

0-75%

MCap- 500 Cr to 5k

Alpha Generation

Stock Weighting Rule:

Diversified across sectors

Equal-weight bias 4-6% per stock
Cap single position at 7%

2️⃣ Non-Equity Allocation

🪙 Gold/Silver

5-10%

Gold/Silver ETF

Inflation + Crisis Hedge

💧 Liquid

0-30%

Short Term Fund

Stability + Dry powder

🌐 Global

0-10%

NASDAQ 100

Tactical Diversification

📊 Index

5-20%

Nifty 50

Index + Beta

🎯 Thematic