Investing is a day job – Delegate to a sound advisor
Fun Facts
3-5% of trading days over 5/10 years deliver >90% of total gains made in the period. If you miss those very small number of days, you will end up significantly giving up your gains.
45% of trading days over 5/10 years deliver negative returns. This implies negative returns in the market is more of a norm than exception.
We as humans are not rational and periods of crisis accentuates irrationality driving losses.
This is where Bulwark Advisors pitch in.
Research based
Bottom - up
stock selection process
Relentless in monitoring our client portfolios
- Keep track of quarterly results and listen to earnings calls;
- Interact with company’s ex-employees, suppliers, customers, dealers;
- Deep dive into annual reports to anticipate any apparent red flags;
- Monitor material stock changes in MF schemes;
- Monitor Fund Manager changes in MF schemes;
- Monitor deviation in investment process of a MF scheme.
When do we exit from our portfolio companies / MF schemes
- Our thesis on the business / fund undergoes a change due to company / AMC specific events;
- We find a better alternative where the upside is higher vs our current portfolio company / MF scheme.
When do we not exit from our portfolio companies / MF schemes
- Share price / NAV correction driven by macro events while the fundamental drivers of the company / MF scheme remain unchanged.
- Knee jerk reaction to company / industry newsflow which does not alter our view on the company / MF scheme.
