Fusion Investing

Fusion Investing: Managing Rebalancing Costs for Net Returns

Priya, a research analyst at a Mumbai-based Portfolio Management Service (PMS), has just identified a promising universe of stocks using a fusion investing strategy. Her model, leveraging value, quality, and momentum...

The Silent Cost: Why Fusion Investors Must Account for Transaction Fees

Divya, a sharp research analyst at a Mumbai-based asset management firm, was presenting her back-tested fusion strategy to her portfolio manager. Her model, designed for Indian mid-cap stocks, identified a promising...