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.
Learn more about our processes and experiences in leading governance based value investing in India for over two decades.
Stay current with our latest insights on Value Investing in the Indian equity markets.
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 (hyper link to integrity) 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
Learn more about our processes and experiences in leading ESG based investing in India.
Stay current with our latest insights on ESG Investing in the Indian equity markets.