Turtle Wealth Management PMS

Turtle Wealth's investment philosophy is built on its proprietary PPP Process (Price, Profits, People) and 100% Quant-Based Investment Process. Price: stocks are evaluated based on All-Time High (ATH) prices after long periods of consolidation, capturing turnaround stories and longer-term trends. Profits: the firm prioritises companies consistently delivering ATH profits, signalling strong financial health. People: management is assessed through scuttlebutt research and direct meetings to ensure leadership is aligned with shareholder interests. The firm follows a dynamic allocation process, adjusting allocations to balance opportunity cost of cash with market risk. Core values are Probity (strong moral principles, honesty and decency), Discipline (everything is Quant and SOP, followed in good and bad times), and Trust (transparency to all partners, team members, investors and stakeholders). The firm avoids human bias in investment decisions. As Rohan Mehta summarises: 'Turtle is Fast and Consistent, not Slow and Steady like the Tortoise.'