India Deserves a Dedicated Investment Mandate International long-term investors such as pension funds are grossly under-allocated to India compared to the global opportunity asset pool. Read More >
Ajit Dayal, founder and member of the portfolio team, founder Quantum in 1990... Read More >
As value investors, we are being tested for our discipline and the conviction of relying on our assessment of facts versus the instinct of a larger pool of money that is, in some sense, willing to roll-the-dice and pledge its faith on Alternative Facts.
We are the ‘original India bulls’ with a history that spans 27 years but, somewhere along the line, we have been contaminated with the disease of adhering to a disciplined thought-process and that, too, of the “value” kind.
India opened up to the western world in the 1980s and 90s. The US-India relations began to change in the Clinton era, benefitting under...
In a dynamic geopolitical environment, global investor interest in India remains robust. With India’s GDP growth projected to continue at twice the global rate, the country warrants a “GEM + India” allocation strategy.
Global wealth is estimated at over USD 250 trillion. Long term investors like Public Pension Funds and Sovereign Wealth Funds account for over USD 50 trillion in assets. The other [...]
A recent shift in public equity allocation strategies is driving investors away from China and towards other Emerging Markets, notably...
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.
20+ years of India Long-only, Liquid, High-Governance, Margin of safety = Predictability
Integrity screen since 1996, strategy Track record since 2000.
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.
