ATOM – Mid | Small | Microcap Quantamental

Small Today, Atomic Tomorrow | High Growth + High Alpha Potential

Fund Snapshot

Fund Overview

ATOM is a Quantamental investment strategy focused on identifying emerging businesses across the midcap, smallcap and microcap universe before they become mainstream institutional holdings.

The strategy combines:

• Quantitative screening
• Fundamental conviction
• Dynamic allocation
• Liquidity-aware investing
• Multi-layer risk management

ATOM aims to capture:

• Faster earnings growth
• Early-stage business leadership
• Information inefficiency opportunities
• Long-term structural wealth creation

The strategy follows a concentrated, high-conviction approach built around businesses with strong growth potential, improving quality and valuation re-rating opportunities.

Investment Philosophy

ATOM follows a “Quant Breadth + Fundamental Depth” philosophy where systematic quantitative models are combined with deep fundamental research to identify scalable businesses with asymmetric upside potential.

Core Beliefs

• Smaller companies can generate superior long-term alpha
• Under-researched businesses create pricing inefficiencies
• Early discovery of emerging leaders improves return potential
• Quant models improve discipline and consistency
• Fundamental validation strengthens investment conviction
• Concentrated portfolios enhance alpha creation potential
• Liquidity-aware risk management is essential in smaller companies

Strategic Objective

• Discover future market leaders early
• Generate sustainable long-term alpha
• Capture growth across market cycles
• Maintain disciplined risk management
• Build high-conviction growth portfolios

THE PL AMC EDGE

Proprietary Quant Research & IP Engine

PL’s investment framework uses:

• 50+ proprietary factors across ~1,250 stocks
• 20+ years of multi-cycle back testing
• Quant + Fundamental + Technical integration
• Bull, bear and stress-tested investment systems

Multi-Layer Risk Architecture

The framework incorporates:

• Macro risk monitoring
• Market risk controls
• Sector allocation caps
• Correlation analysis
• Liquidity-aware position sizing
• Embedded drawdown controls

Proven Live Track Record

The platform has:

• 3+ years of live PMS deployment
• Validated alpha generation across market cycles
• Fully rules-based execution systems
• No discretionary overrides

Institutional Edge

PL’s institutional platform includes:

• 80+ years governance legacy
• Omni-channel HNI and institutional distribution
• Early-mover advantage in quant-based investing

PL Quant Capabilities

Unified Quant Investment Engine

A full-stack quantitative framework powering:

• PMS
• AIF
• Mutual Fund strategies

The system has been back tested across 20+ years of market cycles.

Dynamic Multi-Asset & Size Allocation

Allocation decisions are driven by:

• Risk regimes
• Relative attractiveness
• Macro conditions
• Liquidity trends

Adaptive Style & Factor Allocation

Dynamic factor tilts across:

• Value
• Momentum
• Quality
• Growth
• Low-volatility styles

Factor weights shift according to changing market environments.

Smart Beta, Cash & Risk Alignment

The framework dynamically aligns:

• Portfolio beta
• Volatility
• Cash positioning

The objective remains:

• Alpha generation
• Diversification
• Downside protection

Multi Factor Stock Selection Engine

The system uses:

• 10+ factor groups
• 50+ proprietary factors
• Coverage across 1250+ stocks

Selection remains fully systematic and rules-based.

Sector Rotation & Allocation Models

Sector allocation is determined using:

• Relative strength
• Momentum
• Risk signals
• Valuation analysis

The process avoids discretionary timing decisions.

Portfolio-Level Risk Management

Multi-layer controls exist across:

• Stock level
• Sector level
• Asset level
• Portfolio level

The framework includes:

• Volatility targeting
• Drawdown controls
• Exposure management

Regime Detection & Forward Intelligence

The process integrates:

• Macro analysis
• Liquidity trends
• Valuation signals
• Sentiment analysis
• Forward-looking estimates

Systematic Rebalancing & Execution

Portfolio rebalancing remains:

• Structured
• Liquidity-aware
• Cost-aware
• Rule-based

Globally Scalable Quant Architecture

The framework is:

• Geography agnostic
• Scalable across datasets
• Extendable to multi-country strategies

PL’s Fundamental Capabilities

Eight Decades of Research Legacy

PL brings over 80 years of market experience navigating:

• Bull markets
• Economic crises
• Structural reforms
• Multiple business cycles

Institutional-Scale Research Platform

The platform includes a 45+ member research team covering:

• Sectors
• Macroeconomics
• Strategy
• Company fundamentals

Deep Promoter & Management Access

Long-standing corporate relationships provide differentiated management insights and industry understanding.

Comprehensive Market Coverage

PL actively covers:

• 300+ companies
• ~95% of listed market capitalization

Award-Winning Research Leadership

The institution has consistently ranked among India’s leading research houses.

AI-Augmented Research

Proprietary AI agents support:

• Data analysis
• Screening
• Research productivity

Quantamental Edge

The framework combines:

• Systematic signals
• Qualitative analysis
• Fundamental conviction

Leadership & Investment Stewardship

Multi-Disciplinary Quant Team

The investment ecosystem includes:

• Quant Researchers
• Quant Developers
• Data Scientists
• Macro Analysts
• Technical Analysts
• Economists
• Financial Engineers
• AI/ML Engineers
• Statisticians
• Mathematicians
• Risk Analysts
• Fundamental Analysts

Strategy Overview

Why Mid, Small & Micro Caps?

The strategy focuses on smaller companies because they may offer:

• Faster earnings growth potential
• Lower institutional ownership
• Pricing inefficiencies
• Greater operational leverage
• Higher information asymmetry
• Research arbitrage opportunities

Unique Traits

High Alpha Discovery Framework

ATOM focuses on under-owned and under-researched businesses where alpha opportunities may be larger.

Early Identification of Emerging Leaders

The strategy aims to identify scalable companies before they become mainstream institutional holdings.

Concentrated Growth Portfolio

Capital is allocated to a focused set of high-conviction opportunities with asymmetric return potential.

Information Asymmetry Alpha

The framework seeks opportunities where limited analyst coverage creates valuation inefficiencies.

Risk Management

Security-Level Controls

The framework uses:

• Position sizing discipline
• Entry controls
• Exit triggers
• Liquidity monitoring

Sector-Level Controls

Sector exposure is managed through:

• Allocation caps
• Cyclicality assessment
• Diversification controls

Portfolio-Level Controls

Portfolio management includes:

• Volatility monitoring
• Drawdown management
• Cash buffers
• Liquidity awareness

ATOM Investment Process

DELTA Framework

Δ in Quality (Q)

The framework evaluates improvement in:

• Capital allocation
• Operational efficiency
• Cash flows
• Earnings quality

Δ in Growth (G)

The strategy identifies businesses where future growth may exceed:

• Historical growth
• Peer performance
• Industry expectations

Focus areas include:

• Revenue growth
• Margin expansion
• Volume growth
• Profit acceleration

Δ in Valuations (V)

The framework evaluates valuation re-rating potential driven by:

• Improving business quality
• Structural growth visibility
• Stronger long-term fundamentals

ATOM Framework

Portfolio Highlights

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