First Global Finance Private Limited

Fund Snapshot

Investment Philosophy

First Global has come up with its unique proprietary investment criteria. With First Global, you can invest in around 50 stocks that are well-positioned across segments or sectors. The objective of this investment is to generate low volatility returns.

In terms of investment strategy, First Global’s IS50 has combined artificial intelligence with human intelligence where data meets decades of experience to work around the investment objective.

Unconventional Wisdom Behind First Global’s Investing Process

First Global is well known around the world for its highly data-driven investment strategy. Regarding investment, First Global is emotionless. They are not sentimental about it. They see it for what it is—a way to become wealthy while reducing risk. Why then does The investment strategy hold true throughout markets and cycles?

The notion that diversity is the adversary of good returns is the most prevalent financial myth that is repeated day in and day out. Concentrated portfolios are frequently a formula for catastrophe, in truth. Any fund manager who claims to manage highly concentrated portfolios will perform well for a while before losing their edge when even one or two equities in the portfolio experience adverse weather.

The research and lessons learned at First Global have been quite the opposite. The diversification technique has allowed us to discover that you may produce huge amounts of alpha across market cycles without increasing risk proportionally.

Once more, most fund managers see investing as a romantic relationship: you fall in love with your stocks. Even the most obvious danger indicators are ignored by you. And you persist all the way to the finish. Not us. They have no bias. Unbiased. Unemotional.

They will withdraw if they detect an issue with a portfolio stock, a sector, or a nation. There won’t be any justification. This strengthens First Global’s strategy. It lessens the danger in The strategy. It all contributes to consistent investment performance.

Investment Approach

Investment management products from First Global are available globally. India included. And after three decades of investment, They have one, count ’em, one, key lesson: 90% of your results are determined by the top-down strategy of asset allocation, country allocation, and sector allocation.

Stock selecting from the bottom up only adds 10% value! And the only topic of conversation you hear is “excellent stock selections.” This knowledge has been transformed into the Risk and Return Optimisation (RARO) Model of Investing, which was previously described.

Unique Feature

First Global India Super 50 believes in making informed decisions and not merely investing. The First Global India Super 50 Portfolio- Pure Equity Scheme has a unique feature towards investing. Their team of highly expert personnel does deep research.

Also, using Artificial intelligence and Machine Learning technology, they cater to their clients’ best stocks. Further, the brilliant and hardworking team narrows down the list of stocks and assets to invest in.

First Global India Super 50 portfolio is unique due to the following beliefs:

• Often statement decisions are genuinely unbiased. Often, risks and returns don’t go together.
• Diversification of funds, when done right, can reduce a considerable amount of trouble.