Strategy Spotlight
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India Deserves a Dedicated Investment Mandate
International long-term investors such as pension funds are grossly under-allocated to India compared to the global opportunity asset pool.
Featured Insight
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Avoid the pitfalls of corporate greenwashing in India, or as we term it, "EHG" - 'Eyewash, Hogwash and Greenwash'.
Ajit Dayal, founder and member of the portfolio team, founder Quantum in 1990...
OUR STRATEGIES
Long-term India Investing
Long term India Investing: ‘Value with Values” and “Responsible Returns”
Explore how our two main strategies – India Value Equity and India Responsible Returns are built on sound investment principles and follow a disciplined investing process
Backed by the strength of our in-house ESG capabilities and proprietary scoring system, Our product offerings are at the forefront of advancing responsible investing principles across India.
Q India Value Equity
20+ Years of India Long-only, Liquid, “Value + Values” Investing
The Q India Value Equity Strategy reflects a portfolio based on the principles of long term “value” investing - with “values” as a powerful integrity filter to ensure we minimize non-financial risk by sifting out companies which could add to the non-financial risk in the portfolio.
Since 1996, we applied our “Integrity Screen” on Indian companies - now known as “Governance”. Quantum’s Integrity Screen has helped sift out companies with questionable business and governance practices. We do not invest in companies if they fail our Integrity Screen checks - even if valuations are attractive. It does not matter whether the stock is part of the benchmark or not.
Q India Responsible Returns
Liquid, proprietary ESG Scores, Financial Soundness
The Q India Responsible Returns Strategy (Q IRR / QIESG Strategy) is for investors seeking a “clean” India public equity portfolio built on globally recognized principles of Governance, Sustainability and Financial Soundness - at a low fee competitive to many non-ESG compliant, India-focused ETFs.
Since 1996, we applied our “Integrity Screen” on Indian companies - now known as “Governance”. Quantum’s Integrity Screen has helped sift out companies with questionable business and governance practices.
In 2015, we started to focus on the other two factors (Environment and Social) and have built a proprietary framework on evaluating Indian companies on various ESG criteria
India Insights
