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Q India VALUE EQUItY

Research driven, Value, Long-only.

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.

  • Pioneers of Investing in India

    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). 

Meet The Value Investing Team

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I.V. Subramaniam “Subbu”

Managing Director, CEO & CIO

With over 25 years of experience in the investment management and financial services industry, Subbu has managed India-dedicated portfolios for Indian clients since June 2000 and India-dedicated portfolios for international clients since 2005. Subbu received his Bachelor’s degree in commerce from Osmania University in 1983 and his Law degree from Osmania University in 1986. He is a CFA Charterholder.

Value STRATEGY In-Depth

Learn more about our processes and experiences in leading governance based value investing in India for over two decades.

In this fund manager interview, Arvind Chari, Chief Investment Officer, talks to the value investing team, I.V. Subramaniam “Subbu” & Nilesh Shetty, on their learnings for the year that passed and their insights on what the future holds for value investing strategies.

  • Meet the Team: India Value Strategy
    Meet the Team: India Value Strategy

    Learn more about our processes and experiences in leading governance based value investing in India for over two decades.

  • Our History
    Our History

    Quantum Advisors was founded by Ajit Dayal as India’s first institutional equity research house in January 1990.

  • Keep Cash Ready to Add to India
    Keep Cash Ready to Add to India

    With portfolio cash levels having fallen sharply, near-term earnings uncertainty should not detract from long term economic opportunities.

  • Are Emerging Markets Dead as an Asset Class?
    Are Emerging Markets Dead as an Asset Class?

    The case for investing in EM – or in India - rests on more realistic expectations of emerging market governance.

  • India's INR Crisis
    India's INR Crisis

    While not in a crisis mode, a fidgety global environment and net imports are not conducive to a stable currency.

  • A Value Manager in India?
    A Value Manager in India?

    India's back on investor's radar as a growth story, however our challenge remains to understand and analyze businesses and their leaders.

REGISTERED OFFICE

6th Floor, Hoechst House, Nariman Point,
Mumbai-400 021, India.

Tel No : +91-22-6144 7900 / 22830322

Fax : 91-22-2285 4318

In case of any complaint: Mr. Piyush Thakkar, email – complaint@qasl.com

© 2021 Quantum Advisors Pvt Ltd.

Important Disclosure: Quantum Advisors provides a direct onboarding option to clients who wish to avail our services, without intermediation of persons engaged in distribution services.

 

SEBI-registered Portfolio Managers. Registration No. PM/INP 000000187, Securities and Exchange Board of India (Portfolio Managers) Regulation, 1993, CIN - U65990MH1990PTC055279

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