FORTE Framework
A five-gate discipline.
Quantitative screening, paired with expert judgement.
The Premise
With 1,600+ mutual fund schemes, 1,000+ SEBI-registered PMS strategies, and 1,700+SEBI-registered AIFs available, judging which instruments deserve a place in a portfolio is difficult.
The Approach
A rigorous, proprietary five-gate institutional discipline applied to every instrument.
Sequential by design, only opportunities that clear every gate move forward.
Quantitative screening paired with expert judgement.
The same yardstick across cycles, asset classes, and mandates.
The Five Gates
Filter
Quantitative Screen
Liquidity, consistency and risk filters define the addressable universe.
Observe
Behaviour Under Stress
Drawdown analysis, regime testing, and scenario evaluation across cycles.
Rank
Conviction Weighting
Qualitative review and conviction-weighted ranking against the opportunity set.
Triangulate
Institutional Review
Evaluate against peers across multiple metrics to ensure balanced, well-rounded performance.
Endorse
Portfolio Inclusion
Endorsed for inclusion, sized to mandate, and monitored on a continuing basis.
Filter
Quantitative Screen
Liquidity, consistency and risk filters define the addressable universe.
Observe
Behaviour Under Stress
Drawdown analysis, regime testing, and scenario evaluation across cycles.
Rank
Conviction Weighting
Qualitative review and conviction-weighted ranking against the opportunity set.
Triangulate
Institutional Review
Evaluate against peers across multiple metrics to ensure balanced, well-rounded performance.
Endorse
Portfolio Inclusion
Endorsed for inclusion, sized to mandate, and monitored on a continuing basis.
Godrej Choice
This framework culminates in a curated fund list shaped by data, tested against peers, and endorsed with human judgement.