A Value Manager in a Growth Market
Despite its reputation as a growth-led economy, value investing has an established place in India's equity markets.
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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...
INDIA INSIGHTS
Value Investing Insights
We are the ‘original India ‘bulls’ with a history that spans 30 years but, somewhere along the line, we have been contaminated with the disease of adhering to a disciplined thought-process and that, too, of the “value” kind.
Latest Manager Update
Value Investing 2022 Outlook
Indian equities had a stellar 2021. Not only did the India indices post strong returns in absolute terms, India was also a clear outperformer in the relative EM space.
Featured Value Investing Insights
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.
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