A Value Manager in a Growth Market
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 [...]
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Building your India portfolio since 1990 on a foundation of ethics, integrity & disciplined investment research process.
Meet the Team: India Value Strategy
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.
The Indian Goods & Services Tax is Launched
We are not jumping on the tables and celebrating the slam dunk of GST. We need to see the data points evolve.
Unleash the Indian Elephant – Two Big Ideas
Our two big ideas to unleash the Indian economic elephant.
