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VALUE INVESTING INSIGHTS

We are the ‘original India bulls’ of the value kind

As value investors, we are being tested for our discipline and the conviction of relying on our assessment of facts versus the instinct of a larger pool of money that is, in some sense, willing to roll-the-dice and pledge its faith on Alternative Facts. 


We are the ‘original India bulls’ with a history that spans 27 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.

Brainstorming

Meet the Team: India Value Strategy

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

Quantum Advisors was founded by Ajit Dayal as India’s first institutional equity research house in January 1990.

30 Apr 2019

Our History

Quantum Advisors was founded by Ajit Dayal as India’s first institutional equity research house in January 1990.

The case for investing in EM – or in India - rests on more realistic expectations of emerging market governance.

14 Jul 2013

Are Emerging Markets Dead as an Asset Class?

The case for investing in EM – or in India - rests on more realistic expectations of emerging market governance.

Our multi-asset outlook for Indian markets - what to look out for in 2022 as economic revival continues apace.

5 Jan 2022

Q India Investing Insights 2022

Our multi-asset outlook for Indian markets - what to look out for in 2022 as economic revival continues apace.

India's back on investor's radar as a growth story, however our challenge remains to understand and analyze businesses and their leaders.

10 Oct 2010

A Value Manager in India?

India's back on investor's radar as a growth story, however our challenge remains to understand and analyze businesses and their leaders.

With portfolio cash levels having fallen sharply, near-term earnings uncertainty should not detract from long term economic opportunities.

23 Aug 2015

Keep Cash Ready to Add to India

With portfolio cash levels having fallen sharply, near-term earnings uncertainty should not detract from long term economic opportunities.

While not in a crisis mode, a fidgety global environment and net imports are not conducive to a stable currency.

12 May 2013

India's INR Crisis

While not in a crisis mode, a fidgety global environment and net imports are not conducive to a stable currency.

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

17 Dec 2020

Meet the Team: India Value Strategy

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