Portfolio & Strategies

Six strategies.
One disciplined process.

A curated set of investment strategies, designed for different objectives, horizons and risk profiles — operated under a single research and risk framework.

PMS · Long-only Equity
CYG-QC

Quality Compounders

+18.2%
CAGR · 3Y

Long-term equity portfolio focused on high-quality businesses with durable moats and compounding cash flows.

Horizon
3–7 years
Risk
Moderate
Minimum
₹50 L
Benchmark
NIFTY 500 TRI
Request strategy deck
Prop · Equity L/S
CYG-LS

Alpha Long-Short

+19.1%
CAGR · 3Y

Concentrated long-short equity book targeting absolute returns with controlled net exposure across market regimes.

Horizon
Rolling 12–24 months
Risk
Moderate-High
Minimum
Managed account
Benchmark
Absolute return
Request strategy deck
Alternative
CYG-SS

Special Situations

+24.6%
CAGR · 3Y

Event-driven and special situation investing in spin-offs, restructurings, recapitalisations and selective pre-IPO.

Horizon
1–3 years
Risk
High
Minimum
₹2 Cr
Benchmark
NIFTY MidCap 100
Request strategy deck
Prop · Derivatives
CYG-VA

Index Vol Arbitrage

+14.8%
CAGR · 3Y

Quantitative volatility book that monetises systematic mispricings across realised, implied and skew dimensions.

Horizon
Continuous
Risk
Moderate
Minimum
Managed account
Benchmark
Absolute return
Request strategy deck
PMS · Multi-cap
CYG-MF

Macro Flexicap

+17.4%
CAGR · 3Y

Dynamic large-mid-small flexicap mandate that tilts based on macro regime, valuations and earnings momentum.

Horizon
3–5 years
Risk
Moderate
Minimum
₹50 L
Benchmark
BSE 500
Request strategy deck
Alternative · Hedged
CYG-HG

Hedged Equity

+13.2%
CAGR · 3Y

Long equity portfolio paired with a systematic options overlay to compress drawdowns and reduce return volatility.

Horizon
3–5 years
Risk
Conservative
Minimum
₹1 Cr
Benchmark
NIFTY 50 + hedges
Request strategy deck
Construction Principles

Concentration with conviction.

Each strategy is constructed under explicit rules. Conviction without concentration is opinion. Concentration without rules is risk.

20–25
core positions per equity strategy

Sized for conviction without overwhelming a single thesis.

≤4.5%
single-position cap by NAV

Drawdown-aware position limits across every mandate.

≥30D
minimum liquidity coverage

Position liquidity tested under stressed scenarios before sizing.

Strategies

Request a strategy presentation.

We share detailed strategy decks, historical returns and risk attribution with qualified investors under NDA.