Value Investing - Manager Interviews

IS ValuE Investing Making a Comeback?

In this fund manager interview, Arvind Chari, Chief Investment Officer, talks to the value investing team, I.V. Subramaniam “Subbu” & Nilesh Shetty, on their learnings for the year that passed and their insights on what the future holds for value investing strategies.

VALUE INSIGHTS

Q India Investing Insights 2022

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

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.

Our History

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

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.

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.

India's INR Crisis

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

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.