Stoic Investing

STOIC M.A.H.I. Fund

Machine’s Aptitude, Human Intelligence

A Unique “Evidence-Driven” Rule Based Fund

Get to know us

ABOUT US

At the STOIC M.A.H.I Fund, we’ve created a unique system that brings together the best of both worlds – the lightning-fast calculations of machines and the wisdom of experienced humans. Our approach is straightforward: we use hard data and real-world insights to make smart investment choices. We don’t just follow the crowd; instead, we look for opportunities others might miss. Our team analyzes markets deeply, always aiming to stay one step ahead. The result – A unique, novel and path-breaking fund that’s built to adapt to changing markets and deliver solid performance for our investors.
Our mission is to redefine evidence-driven intelligent investing by leveraging machine’s aptitude and human intelligence through our novel and synergistic homo machina system – M.A.H.I. This symbiosis of AI and human wisdom creates a decision-making framework that transcends traditional methodologies; our goal is to create an intelligent organism at the fund level, that can continually adapt to changing dynamics and make decisions in the most rigorous way through our proprietary M.A.H.I system.
Our approach is rooted in evidence, driven by sector-specific insights, and proven by performance. As contrarians, we refuse to follow the herd, and aim to forge our own path based on rigorous analysis and deep market understanding.

“Proper Preparation Prevents Poor Performance”

In the world of investing, many try to predict what's coming next. But at the Stoic M.A.H.I Fund, we do things differently. We focus on being prepared for anything, rather than trying to guess the future.

 

Our approach is inspired by ancient wisdom: we stay alert to what's happening right now and think ahead about what could go wrong. This doesn't mean we're pessimists - far from it! We're building portfolios that survive tough times and actually get stronger when things get shaky – a strong portfolio that grows more powerful with each challenge.

The Mind Behind M.A.H.I: Puneet Khurana, CFA®

Stoic Investment Manager’s M.A.H.I Fund is led by Puneet Khurana, a veteran in the investment world with a track record that speaks volumes:

Our Foundations: Evidence, Not Emotions

Most funds build castles in the air. We aim to build fortresses on bedrock. Our foundation? Cold, hard, undeniable evidence. While others chase the latest market fads and succumb to the noise amidst “expert” opinions, we filter deep into the very heart of each sectoral theme, each industry, and each company. 

Why? Because we understand a fundamental truth that eludes most: different sectors dance to different tunes. A one-size-fits-all investment strategy is a recipe for mediocrity at best, disaster at worst. Our proprietary M.A.H.I. (Machine’s Aptitude, Human Intelligence) system tailors its rulesets to the unique requirements of each sector, creating quiet and sustainable returns where others produce mere noise.

While most rule-based funds stick to a one-size-fits-all approach, at M.A.H.I, we aim to break the mold with personalized, evidence-based, and actionable intelligence:

The M.A.H.I Way

The Homo Machina Edge: Beyond Human, Beyond Machine

Our strategy leverages the strengths of both machine learning algorithms and human intuition, leveraging a hybrid intelligence that aims to navigate the complexities of financial markets with unprecedented acuity. This approach manifests in every facet of our investment process:

Quantamental Analysis: The New Frontier of Stock Selection

Our selection process employs a sophisticated quantamental approach across three distinct investment buckets:

1. Quality Businesses at Reasonable Valuation: The AI-Enhanced Warren Buffett

Our proprietary system (M.A.H.I) synthesizes machine-derived metrics with human-weighted qualitative factors.

SELECTION:

SELLING:

2. Cyclicals: Riding the Waves with Silicon Surfboards

M.A.H.I helps analyze cyclical turning points, which human analysts then contextualize within broader economic trends.

SELECTION:

SELLING:

3. Sectoral Tailwinds with Strong Balance Sheets

M.A.H.I continuously monitors sectors, flagging opportunities for human evaluation.

SELECTION:

SELLING:

The Homo Machina Investment Process:
A Synergy of Perceptrons & Neurons

Data Ingestion

Machine systems continuously absorb and process vast amounts of structured and unstructured data.

Pattern Recognition

ML algorithms identify complex patterns and anomalies.

Hypothesis Generation

AI helps generate investment hypotheses based on recognized patterns.

Human Validation

Expert analysts review the hypotheses, providing context and strategic insight.

Decision Synthesis

The final investment decision emerges from the synergy of machine-driven analysis and human jurisprudence (granular findings + judgment)

Execution and Monitoring

Our systems execute trades and continuously monitor positions, alerting human managers to significant developments.

Our Promise to You

When you invest with the Stoic MAHI Fund, you’re not just buying into a portfolio; you’re partnering with a team that brings:
Benchmark: Nifty 500 Total Return Index
Legal Status: CAT-III Alternate Investment Fund
Fee Structure: as shown in the table below
Fee Structure
Contribution Fixed Fee Option Variable Fees Option
Fixed Fee Management Fees (M.Fees) Hurdle Rate Performance Fees (P.Fees)
1Cr - 3Cr 2.50% 1.50% 10% 15%
3Cr - 5Cr 2.25% 1.25% 10% 15%
5Cr - 10Cr 2.00% 1.00% 10% 15%
> 10Cr 1.50% 0.75% 10% 15%
Scroll to Top