Inteligent Advisory Services

High-Conviction, Thematic Investment Strategy for Active Equity Investors

The Zodiac strategy is built for investors who want to capitalize on emerging themes, cyclical trends, and macro-driven opportunities. It’s a dynamically managed, sector-agnostic advisory approach driven by market insights and active portfolio reshuffling.

Key Highlights:

• Approach: Tactical and theme-based investing across sectors and market caps
• Flexibility: High turnover model that adapts to macro cycles and sector rotation
• Rebalancing: Monthly or as needed based on market momentum and data triggers
• Risk Profile: Aggressive – suited for active investor
  
  

Why Choose Zodiac:

• Identify early-stage sectoral momentum (e.g. defense, green energy, capex)
• Agile strategy with active entry and exit points
• Led by experienced analysts and technical macro advisors
• Built for high alpha-seeking investors with high risk appetite

Ride the cycles. Play the themes. Zodiac is built for the active investor looking to stay one step ahead of the market.