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OUR STRATEGIES

Long-term India Investing

Long term India Investing: “Predictable India” and “India Integrity”

Explore how our two main strategies – Predictable India Equity and India Integrity Equity - with demonstrated success of our tried and tested research and investment processes can ensure your India equity allocation will have higher predictable outcomes and no surprises.

Q India Value Equity

+20 years of India Long-only, Liquid, High-Governance, Margin of safety = Predictability

Track record since 2000; strategy AuM: $2.5bn; Mandate Capacity: $10 billion

 

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.

A Sensible, Risk Adjusted and Predictable India Strategy.

Team

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

Insights

Stay current with our latest insights on Value Investing in the Indian equity markets.

Latest Fact Sheet

Our latest fund facts and datasheet for professional investors.

Q India Responsible Returns

Liquid, proprietary Integrity Screen, Financial Soundness

Integrity Screen since 1996, enhanced criterion since 2015, Track Record since 2019; Strategy AuM: $9.7 mn; Mandate Capacity: $5 billion

The Q India Responsible Returns Strategy (Q IRR / QIESG Strategy) is for investors seeking a “clean” India public equity portfolio built on the scoring system of our proprietary Integrity Screen which incorporates elements of globally recognized principles of Governance 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 criteria.


A ‘clean’ India Portfolio built on sound principles of governance, sustainability and financial soundness.

Team

Learn more about our processes and experiences in leading ESG based investing in India.

Insights

Stay current with our latest insights on ESG Investing in the Indian equity markets.

Latest Fact Sheet

Our latest fund facts and datasheet for professional investors.

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