Our Strengths

Hercules Investments is a World Class portfolio manager for growth-seeking individual investors.
KEY STRENGTHS

DIFFERENTIATED STRATEGIES

  • MARKET NEUTRAL PERFORMANCE

  • HIGH LIQUIDITY & TRANSPARENCY

  • INDEX OPTIONS & ETFS

We specialize in actively managed and systematic investment strategies to monetize investment performance – alpha – from equity market volatility. We apply this expertise to additionally offer highly liquid, growth focused equity strategies that are market-hedged to effectively generate all-weather performance. The Hercules Investments product set offers individuals, advisors & intermediaries with access to differentiated standalone strategies, as well as unique components to their overall investment allocation.

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KEY STRENGTHS

ALL-WEATHER PERFORMANCE

  • LOW MARKET-CORRELATION

  • LOW PORTFOLIO DRAWDOWN

  • VERSATILE RISK MANAGEMENT

Our active management and risk hedging of every portfolio strategy ensures, the investment performance has low correlation to broad equity markets and can sustain market down-cycles with little portfolio drawdown.

KEY STRENGTHS

MODELS-BASED IDEA GENERATION

  • INCREASED SCALABILITY

  • OPTIMIZED EFFICIENCIES

  • BROAD MARKET COVERAGE

We take a systematic, data and model driven approach to investing. It allows us to multiply the purview of our markets with greater ease and precision, and significantly cut down decision-making time.

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KEY STRENGTHS

RULES-BASED PROCESS AND EXECUTION

  • EMOTION OR BIAS-FREE

  • ERROR MINIMIZATION

  • CONSISTENT TRANSPARENCY

We budget our trade exposures to different risk factors and periodically conduct a post-hoc analysis of realized portfolio performance. Our rules-based trading takes the subjectivity and individual behavior out of the process, minimizing the scope for errors and performance inconsistency.

KEY STRENGTHS

CUTTING EDGE RESEARCH AND SYSTEMS

  • INCREASED SCALABILITY

  • OPTIMIZED EFFICIENCIES

  • BROAD MARKET COVERAGE

We take a systematic, data and model driven approach to investing. It allows us to multiply the purview of our markets with greater ease and precision, and significantly cut down decision-making time.

key strength
KEY STRENGTHS

PERSONALIZED CLIENT ATTENTION

  • HIGH-TOUCH SERVICE

  • FULL & EASY ACCESSIBILITY

  • OPEN COMMUNICATION

Our Portfolio Solutions are customized to each client’s needs after the client has understood the Investment Factors influencing future portfolio performance and is comfortable with his/her risk exposure. Our client onboarding process guides the investor to make a customized and disciplined investment plan. The tool incorporates criteria such as the investor’s objective, contributions, risk appetite and liquidity needs to calculate a client risk score and retirement glidepath which translates supplied criteria to a constructed portfolio.

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