2023-value-with-values

2023-value-with-values 2023-value-with-values

Quantum Advisors India

Building your India portfolio since 1990 on a foundation of ethics, integrity & disciplined investment research process.

December 30, 2023

As we enter the new year, it’s natural to feel a sense of uncertainty about what the future holds. However, at Quantum we believe that our 4 principles of people, philosophy, processes, predictability of performance have helped guide us through even the most uncertain of times.

Despite the challenges that the global environment may present in 2023, we are confident that by staying true to these principles, we can continue to deliver steady predictable outcomes to clients as demonstrated by our long term performance.

Over the past years, Investors have chased returns without worrying about the risks of governance, liquidity and market valuations in those strategies.

In the face of uncertainty, it’s more important than ever to maintain a long-term perspective and to remain patient with our strategy of ‘Value with Values’. By taking a sensible, disciplined approach, we believe that 2023 can be a rewarding investing year for our clients.

We look forward to working with long term patient capital in the years ahead and to continuing to provide the highest level of service and value to our clients.


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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.

Building your India portfolio since 1990 on a foundation of ethics, integrity & disciplined investment research process.
Important Disclosure: Quantum Advisors provides a direct onboarding option to clients who wish to avail our services, without intermediation of persons engaged in distribution services.
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