Our Approach
Quantum Advisors is building an India-focused investment management institution.
We aim to consistently make money for our clients over longer time horizons without taking undue risks and while charting controlled growth in our AuM
Investors assume increased risk when investing in India - our role at Quantum is to analyze, control and monitor that risk, not enhance it.
For over 30 years Quantum Advisors has been at the forefront of sensible, long-term investing and is one of India's most respected investment firms with over USD 2 billion of AuM.
In 1996 we launched our proprietary Integrity Screen as part of our investment process: Quantum Advisors leads in the inclusion of governance and values criterion in our disciplined portfolio construction processes.
Since 2005, Quantum Advisors has computed the Upside Potential of our long-only equity portfolio: since the portfolio is built on the basis of 'intrinsic value' we are able to indicate the NAV of our portfolio 2 years into the future (FY2e) and gauge the accuracy of our research process.
Our Strategies
Explore how our two main strategies - Predictable India Equity and India Integrity Equity - with demonstrated success of our tried and tested research and investment processes can ensure your India equity allocation will have higher predictable outcomes and no surprises.
Q India Value Equity Strategy
20+ years of India Long-only, Liquid, High-Governance, Margin of safety = Predictability
Integrity screen since 1996, strategy Track record since 2000.
Q India Responsible Returns Strategy
Liquid, proprietary Integrity Scores, Financial Soundness
Integrity Screen since 1996, enhanced criterion since 2015, strategy Track Record since 2019; strategy AuM: $9.7 mn Mandate Capacity: $5 billion
Quantum Advisors pioneered a quantitative as well as qualitative analytical approach to equity investing in India, providing for the first time, consistently applied valuation metrics to evaluate investment opportunities in India's emerging stock markets. Over the years, Quantum Advisors has continued and enhanced its tradition of extensive financial analysis and value investing, as it has evolved into an investment advisor and asset manager.
Our investment philosophy and strategy involves the use of intensive qualitative and quantitative fundamental analysis. We build and monitor our clients' portfolios actively while at the same time avoiding excessive trading, and control risk by endeavoring to keep our clients' portfolio adequately diversified, both in terms of the sectors included in those portfolios, as well as with respect to the level of concentration in any specific security.
PREDICTABLE INDIA
INDIA GOVERNANCE
INDIA INTEGRITY
If you wish to know about our India Fixed Income, India Real Estate and India Private Equity strategies, please write to us at [email protected]
