Marathontrends_PMS Monthly Investors Update Aug_2021
Quantamental an investment strategy that combines a fundamental approach to investing with a quantitative overlay. The process encompasses technical trading, sentiment analysis, and momentum trading. It helps us identify stocks that won't be limited to one good year but those that will keep compounding
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Time Codes:
0:19 Marathon Trends - Portfolio Review | Outperforming the Index by Over 3X
1:22 About Quantamental Investing
2:21 Marathon Trends PMS Portfolio Holdings
3:10 Long Term Trends Analysis of the Current PMS Holding
5:15 Quantamental Approach | Berger Paints
5:58 Quantamental Approach | Atul Ltd
6:48 Quantamental Approach | SRF
7:15 Quantamental Approach | Gujarat Gas
7:47 Quantamental Approach | HDFC
8:42 Quantamental Approach | IPCA Lab
9:23 Quantamental Approach | Deepak Nitrite
10:22 Quantamental Approach | Pidilite
11:09 Summary
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