Subbu has over 33 years of experience in the Indian capital markets including 4 years in global equity research. Subbu is a CFA Charterholder. Since June 2000, Subbu has managed India-dedicated portfolios for India-based clients. Since 2005, he has managed India-dedicated portfolios for international clients. Subbu was born in 1962.
Subbu began his career in 1989 and gained experience in capital markets in the area of broking, registrar and stock trading based out of Hyderabad. With a deep desire to do equity research and be part of a team that places “Client interests first”, Subbu joined Quantum in 1996 endorsing Ajit’s ambitions for Quantum India to help the Indian financial markets move from a lower level of orbit to a higher level of orbit – and to ensure that investors (foreign and local) were able to participate in generating sensible, risk-adjusted returns from India’s economic growth.
While Subbu began his career as a research analyst, his understanding of portfolio construction and his perseverance later in his career of a CFA prepared the ground for Subbu to become the CIO of Quantum Advisors in 2007 and Managing Director in 2013. He passed on the role of CIO to Arvind Chari in 2021 and retains the role of Head - Equity. The partnership from 1997 to 2004 with Tom Hansberger - a co-founder of Templeton, Galbraith & Hansberger – enabled Subbu to understand the importance of research and investments process on a global platform and to modify and implement those processes for the India-focused, long-term. value equity portfolio built at Quantum Advisors with a track record since 2000.
- January 20, 2026
The simple India investing story of double-digit nominal GDP growth reflecting in stock market returns even in dollar terms has faced some headwinds in 2024/2025. Are these headwinds structural? What should investors expect in 2026?
- November 14, 2025
The narrative around global investing is often built around stories. Investors weave these stories around cycles, themes, and opportunities to justify and support their investment rationale.
- October 01, 2025
The most common response to our reach outs to prospective Global Investors to get them interested in Indian Equities is ‘NO’ response.
- May 30, 2025
Look at the map of India. History and Geography haven’t been kind to India.
On its North-East border, it shares a ~3,400 km (2,111 mile) border with China.
On its North-West border, India shares an almost similar ~3,200 km border with Pakistan.