China Tactical, India Strategic
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.
Ajit Dayal, founder and member of the portfolio team, founder Quantum in 1990...
Avoid the pitfalls of corporate greenwashing in India, or as we term it, "EHG" - 'Eyewash, Hogwash and Greenwash'.
2023 - Value with Values
Our principles have helped us navigate uncertain times. Maintaining a long-term perspective and staying patient with our 'Value with Values' strategy can lead to rewarding investments in 2023.
As we enter the new year, it's natural to feel a sense of uncertainty about what the future holds. However, at Quantum we believe that our 4 principles of people, philosophy, processes, predictability of performance have helped guide us through even the most uncertain of times.
Despite the challenges that the global environment may present in 2023, we are confident that by staying true to these principles, we can continue to deliver steady predictable outcomes to clients as demonstrated by our long term performance.
Over the past years, Investors have chased returns without worrying about the risks of governance, liquidity and market valuations in those strategies.
In the face of uncertainty, it's more important than ever to maintain a long-term perspective and to remain patient with our strategy of ‘Value with Values’. By taking a sensible, disciplined approach, we believe that 2023 can be a rewarding investing year for our clients.
We look forward to working with long term patient capital in the years ahead and to continuing to provide the highest level of service and value to our clients.
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.