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Our Research

Our Research

At Armstrong Capital, our pride lies in the depth and precision of our research, a cornerstone that

distinguishes us and instills trust in our clients. We adhere to a comprehensive, two-sided research approach within the wealth

management industry, setting the stage for informed financial planning.

Our Research: Empowering Smart Financial Decisions

At Armstrong Capital, our research combines precision, innovation, and foresight to empower confident financial decisions. Through cutting-edge analysis and continuous market monitoring, we deliver strategies tailored to your goals, adapting seamlessly to evolving market dynamics for consistent, goal-focused results.

  • Comprehensive Analysis: Rigorous evaluations ensure every investment aligns perfectly with your financial goals.
  • Proactive Strategies: Anticipating market shifts, we keep your portfolio ahead of the curve.
  • Dynamic Updates: Quarterly reviews refine recommendations, maximizing potential and ensuring ongoing relevance.

The White List: A Symbol of Excellence

At Armstrong Capital, our proprietary White List reflects our dedication to meticulous research and top-tier fund selection. It’s more than a curated list—it’s a symbol of trust, designed to help you confidently grow and protect your wealth.

  • Data-Driven Selection: We analyze funds using a bottom-up approach, focusing on factors like risk-adjusted returns, fund manager expertise, and market trends. ensuring top-tier performance and stability.
  • Dynamic Monitoring: Quarterly evaluations keep funds aligned with market trends and clients' financial goals.
  • Diverse Options: A balanced mix of traditional and alternative investments tailored to unique client profiles.

Model Portfolios: Consistent, Innovative Investment Strategies

At Armstrong Capital, we pride ourselves on creating model portfolios that deliver standardized, yet highly effective investment strategies tailored to diverse financial scenarios.

  • Strategic Framework: Our model portfolios provide a consistent investment structure, ensuring reliable outcomes across diverse scenarios.
  • Diversified and Adaptive: Designed with balanced asset allocation, they address specific goals like wealth creation or retirement, catering to varied risk profiles.
  • Research-Driven Excellence: Backed by robust research, portfolios are regularly updated to align with market trends and maximize returns.

Equity Fund Research

When analyzing equity mutual funds, we rely on critical metrics to provide recommendations grounded in robust, data-driven insights

Active Ratios

We prioritize performance ratios like Alpha, Beta, Sharpe Ratio, Turnover, and R-Squared to evaluate a fund’s potential.

We prioritize performance ratios like Alpha, Beta, Sharpe Ratio, Turnover, and R-Squared to evaluate a fund’s potential.

Portfolio Overlap

Our analysis minimizes stock overlap, ensuring diversification by avoiding funds with significant common holdings within a portfolio.

Our analysis minimizes stock overlap, ensuring diversification by avoiding funds with significant common holdings within a portfolio.

Fund Manager Scorecard

We assess the fund manager's history, style, and ability to identify multibagger stocks, ensuring consistent fund performance.

We assess the fund manager's history, style, and ability to identify multibagger stocks, ensuring consistent fund performance.

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Stock Range

We shortlist funds holding a diversified portfolio of 40 to 70 stocks, balancing risk and return effectively.

We shortlist funds holding a diversified portfolio of 40 to 70 stocks, balancing risk and return effectively.

Fund Metrics

Our criteria focus on higher active ratios, a strong SIP book, and lower Asset Under Management for better fund selection.

Our criteria focus on higher active ratios, a strong SIP book, and lower Asset Under Management for better fund selection.

Fund Performance

We evaluate fund resilience by analyzing volatility, recovery during market upswings, and reduced decline during downturns.

We evaluate fund resilience by analyzing volatility, recovery during market upswings, and reduced decline during downturns.

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