HexaShield Tested Investing - Introduction
HexaShield Tested Investing - IntroductionHexaShield Tested Investing is a strategy to put to work money with businesses that can endure and survive in a variety of stressful situations and generate superior long-term risk-adjusted returns. It relies on understanding the resilience of companies based on SAMCO's HexaShield framework work that tests and evaluates every company and institution on the 6 most important facets of risks and stress. These tests are meant to measure every company's abil
Maintaining Efficient Portfolio Turnover
The 3rd Leg of the 3E strategy is Maintaining efficient portfolio turnover and cost. Many investors are unaware of precisely how much they are being charged for their investment activity, so let’s have a look at the costs the average investor might incur. Investors believe that the total expense ratio is the only cost that is incurred by them as a part of their investments. But there is also a hidden cost that is not disclosed in any of these figures: the cost of dealing within the fund. When
Buying companies at Efficient Prices
The 2nd leg of our 3E strategy is buying efficient companies at an Efficient Price. Even for the highest quality companies, there will be a valuation at which they are no longer attractive investments which is why it's important that we don't end up paying inefficient prices for our wonderful HexaShield-tested efficient businesses. We understand that our universe of companies will always be more expensive than the rest of the market and we are willing to pay that premium for the quality but we
Buying Efficient Companies
The 1st Leg of the 3E strategy is Buying efficient companies Our strategy endeavours to invest in only the most efficient HexaShiled-tested companies. Samco's HexaShield-tested framework strictly defines and quantifies the definition of a high-quality business. Our investable universe is restricted to a limited set of ~125 businesses from India and the Globe that pass our stringent quality tests and we will construct a portfolio of 25 stocks from this universe. What is an efficient HexaShield-
