Stacks
Cosmos Thematic High Impact
The Thematic High Impact stack follows proprietory macro research and is based on structural growth stories which are likely to see continuous multi-year and potentially multi
7.08%
High Risk
Methodology
The investment universe would be largely ETFs that trade in the US stock market that incorporate the specific themes of the stack. The selection of ETFs is driven by in-depth macro (economy) and micro (sectors) analysis. Subsequently, data is fed into the algorithm which tends to be dynamic, to produce an appropriate portfolio mix. Investment Process would involve the following: Macro analysis to infer long term trends with a promising future. Selecting ETFs which maps closely with the given theme. Using quant models to forecast expected returns and risk weighted drawdown correlations over simple correlations. Using quant models to optimize portfolios and select the one that provides the best risk reward potential.
Stack CAGR 7.08
Max DD 35.15%
Sharpe Ratio 1.16
Rebalancing Frequency Quarterly
VaR 2.24%
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