Pioneers of Investing in India

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Quantum Advisors, India’s first institutional equity research house, founded by Ajit Dayal in January 1990 - 18 months before the first significant economic reforms in July, 1991.

The “Integrity Screen” - 20 year track record

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.

Long Term Value Approach

Our bottom-up approach is sector-agnostic, focused on stock picking, while understanding the macro environment in which a company operates. The portfolio typically owns 25 to 40 publicly listed stocks from an investible universe of over 400 stocks—

Built on INTEGRATED principles

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.

Research driven stock selection

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 (and other stakeholders).

PartnerS TO GLOBAL Institutional Investors

30 years of India experience, including 7 years of value investing globally - partnering with Jardine Fleming (1992-1995), Walden Nikko (1996-1999), Prolific (1996-1999) and Hansberger Global Investors (1997—2004).