Q India Responsible Returns Strategy

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. Between Subbu, who joined in 1996, and Ajit, they form the longest serving India equity teams. Quantum is managing the India Value Equity Strategy since August 2000.

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).

Active Proprietary Integrity Score

We use Quantitative (30%) and Qualitative (70%) factors to rank companies on their overall Integrity Score. This is all done in-house using a proprietary methodology. Unlike other data providers, ours is not a 'Desk' Research.

Passive Portfolio Construction

The construction of the portfolio is based on a company's which have a positive Integrity score with broad sector guardrails. The portfolio is Valuation agnostic.

Liquid, 'Clean' India Integrity

The portfolio will typically consist of 45 to 60 publicly listed stocks each of which must trade at least USD 1 mn per day over the past 1 year. This portfolio is thus scalable. It is a high conviction allocation to companies with high Integrity scores based as per our proprietary research.

Sustainable Finance Disclosure

The strategy takes a holistic view of sustainability disclosures and practices of invested companies by adopting a materiality driven, best-in-class sustainability assessment using a proprietary Integrity Screen framework.

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