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.
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Building your India portfolio since 1990 on a foundation of ethics, integrity & disciplined investment research process.
May 11, 2015
If there is one clear victory with the new government, it is the wipe-out of crony capitalism.
If there is one clear victory, it is the wipe-out of crony capitalism. After 40 years of Congress rule that supported a few well-wishers since 2005 – and allegedly mastered the Russian-style oligarch theft – Prime Minister Modi has (in one short year) knocked out the crony capitalists from their lofty perch. For this he gets an unequivocal “10/10”.
Modi’s “invisible broom” cleaning up corporate India?
Modi seems to have made his “Sophie’s choice”: he wishes to rescue the 250 million Indians who voted for him as a Ray of Hope. The money-bags have been knocked out.
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.
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.
Contact us to learn more about our strategies, insights and investment process.
