Portfolio Construction Philosophy
At Karma Capital, our portfolio construction philosophy is rooted in disciplined research, risk management, and long-term value creation. We aim to deliver consistent, superior risk-adjusted returns by combining a structured investment approach with flexibility to adapt to market dynamics.
Core-Periphery Allocation:
Diversification Across Sectors and Themes
Strategic diversification minimizes concentration risk while allowing participation in high-growth sectors and themes.
Risk-Aware Investing
Every investment undergoes rigorous risk assessment, ensuring alignment with our clients’ risk tolerance and long-term objectives.
Bottom-Up Stock Selection
Our portfolio emphasizes fundamentally strong businesses, leveraging in-depth company research and financial analysis.
Dynamic Rebalancing
Portfolios are actively monitored and rebalanced to maintain the desired risk-return profile, adapting to changing market conditions without compromising long-term objectives.
- Quality First: We focus on businesses with strong balance sheets and sustainable models.
- Edge Over Competitors: Companies with unique strengths that set them apart.
- Future Growth: Stocks positioned to benefit from emerging trends and industry evolution.
- Fair Price: Investments made with a keen eye on valuation to protect your capital.
- Trustworthy Leaders: Management teams with integrity, vision, and a proven track record.
Stock Selection
At Karma Capital, choosing the right stocks is both an art and a science. We don’t just look at numbers; we look at business stories, leadership, and long-term potential. Our goal is to find companies that can grow consistently while weathering market ups and downs.