Our Approach to Investing
Leaders in India Responsible & Value Investing
Building your India Portfolio since 1990 on a foundation of
Ethics, Integrity, Disciplined Investment Process.
Quantum 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 chart controlled growth in AuM across four major asset classes: equity, fixed income, real estate, infrastructure/private equity.
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 25 years Quantum has been at the forefront of responsible investing as one of India’s most respected investment firms.
With over USD 2 billion of AuM, Quantum now leads the advancement of ESG principles across India, having introduced our Integrity Screening in the investment process in 1996.
Explore how our two main strategies – India Value Equity and India Responsible Returns are built on sound investment principles and follow a disciplined investing process. The research and investing process for both the strategies have some common philosophies – a) they depend on proprietary research; b) they follow the integrity screen to sift out bad companies and c) they cherish liquidity to ensure that the NAV is real, transactable and that the strategy is scalable.
Q India Value Equity Strategy
20+ years track record of India Long-only, liquid, “Value + Values”, Value Investing with Integrity screening since 1996.
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 endeavouring 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.
Value With Values
As India’s first institutional equity research house, the Q India Equity Value Strategy relies on 30 years of India research experience including 7 years of value investing globally.
Since 1996, we have applied our “Integrity Screen” on Indian companies— now known as “Governance” to help filter out companies with questionable business and governance practices.
Our bottom up stock selection process emphasises passing our integrity checks with analysis of Corporate Governance, historical track record in protecting minority shareholder interest, business practices and care for the community.
Built on principles of Competence, Integrity, Transparency, we do not invest in companies if they fail our Integrity Screen checks - even if valuations are attractive and/or these stocks are market favourites.