- July 13, 2022
What is a ‘Value Manager’ doing in India? – In our more than 30 years of existence as a firm and more than 20 years of directly managing India dedicated [...]
- December 02, 2023
- December 17, 2020
In this joint interview I. V. Subramaniam or Subbu (Managing Director, CEO & CIO) and Nilesh Shetty (Portfolio Manager) at Quantum Advisors, discuss the bottom-up research and portfolio construction process. The team also shares their experience on how the “Integrity Screen”, adopted in 1996, for evaluating Corporate Governance in India evolved into integrating ESG actively.
- July 17, 2017
We are not jumping on the tables and celebrating the slam dunk of GST. We need to see the data points evolve.
- November 01, 2016
Demonetization: What a Messy Economic Plan
- December 07, 2015
Our two big ideas to unleash the Indian economic elephant.
