Ekantik Investment Protection & Growth (EPIG)
The Ekantik Investment Protection Growth Strategy is designed to generate consistent, positive market beating returns while protecting your portfolio from significant market drawdowns. This approach prioritizes long-term financial growth by focusing on risk management, allowing you to build wealth steadily without major drawdowns and the ability to withdraw income while providing liquidity for emergencies.
ABOUT US
Overview of EPIG
The EPIG strategy is crafted to capitalize on market corrections, ensuring you remain cash-heavy until the right opportunities arise. By investing only during market downturns or when high-potential stock opportunities appear, EPIG allows for portfolio growth while avoiding the high volatility often associated with stock market investing. The goal is simple: to achieve a compounded annual growth rate (CAGR) of over 13%, beating the market in the long run with lower risk.
Why Choose EPIG?
Capital Preservation
With EPIG, you’re protected from the downside of volatile markets. The strategy focuses on avoiding large market drawdowns by going flat during corrections and investing at market bottoms.
Market Beating Returns
EPIG strategy designs allows to beat market returns while taking less risk than market.
Absolute Positive Returns
EPIG is focused on generating absolute positive returns in addition to outperforming benchmark (S&P 500) making it a reliable choice for consistent growth.
EPIG Value Proposition
EPIG Strategy Design
Opportunistic Investing Ideas
Dislocation
Investing when a stock price Is dislocated by a non-material event, but the fundamental business model is still intact.For example, NetFlix stock really went down when Disney launched Disney+. Still, the reaction was overblown because Disney would not offer all streaming material that would have catered to everybody. Netflix was already well established and had the ability to spend a lot of money on content to keep its competitive advantage going.
Superlative Products or Services
Investing in a company that has superlative products or services that are likely to grow faster than average For example, Apple iPhone launch in 2007 and the subsequent launch of the Apple store and other products, studying the iPhone as a product and monitoring the sales would be obvious it was a blockbuster product and would have still a lot of opportunities to grow e.g., Warren Buffet invested in 2016, and investment has grown >450% till date.
Companies With Moat
Investing in a company with a moat that has been corrected due to market or other non-material events, with its core business model still intact. For example, Facebook experienced a slowdown in AD revenues in 2022 that freaked out investors. Still, Facebook had already established a solid moat of >2 billion users on the platform, which would be very hard to replace.
Launch of New Product Launch or Services
Investing when a company is going to launch a new product or service that can materially impact the earnings potential of the company, e.g., the Model 3 launch by Tesla, was going to be groundbreaking because it was the first move to foray into lower-end electric vehicles.
Salient Features of EPIG
Market Beating Design: With EPIG, you can expect to beat market returns and with less drawdowns than market returns. Making it an excellent strategy for investors looking to deploy large sum of capital.
Safe Leverage for Growth: The strategy safely employs leverage to accelerate the growth of your portfolio when asymmetrical risk: reward presents itself.
Downside Protection: EPIG is engineered to avoid significant market drawdowns, ensuring that you don’t experience the large losses typical of the broader market during downturns. This keeps your portfolio protected while still providing the opportunity for growth.
Liquidity For Emergencies: EPIG’s strategy's design allows for liquidity and takes advantage of opportunities that present themselves.