In this comprehensive discussion, Fund Manager and Head of Research Anoop Vijaykumar and Shray Chandra distil the key lessons from over five years of managing the Capitalmind Adaptive Momentum portfolio.

Get a concise overview of the principles of momentum investing driving the portfolio’s success.

Learn from our real-world lessons on why momentum investing works for long-term wealth creation

00:36 Introduction

01:54 Momentum strategy in the last 5 years

03:30 Difference between the fundamental and quantitive styles

08:00 Random correlations when backtesting a quantitive strategy

10:30 Capitalmind Adaptive Momentum strategy

15:05 Why does momentum investing work?

18:54 Lessons learned from 5 years of managing momentum strategy

26:00 Will momentum stop working

29:30 How can we get more out of the momentum strategy?

Have you ever wondered why finance seems to have a forgiving nature?

From the sins of the past being easily forgotten to the belief in second chances, we'll explore the nuances of forgiveness in the financial realm.

We'll dissect the tactics some "for education purposes only" players use to enrich themselves at the expense of their students. It's a sobering reminder to always question the motives behind the message.

We uncover the darker side of startup culture, where founders blur the lines between innovation and exploitation. It’s a cautionary tale for aspiring entrepreneurs and investors alike.

Deepak & Shray, in their quintessential style, discuss nuances of investing and finance in this latest episode of Capitalmind Podcast.

Show Notes & References