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Strategy Spotlight

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.
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Featured Insight

Avoid the pitfalls of corporate greenwashing in India, or as we term it, "EHG" - 'Eyewash, Hogwash and Greenwash'.

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QUANTUM ADVISORS

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Latest Manager Update

2024: Finding Certainty in Uncertainty with Quantums Proven Strategy

As we look back on the year 2023 and as we look forward to 2024, we see some similar worries, similar expectations, some hope and newer concerns.

Latest Articles

A Value Manager in a Growth Market

July 3, 2024

What is a ‘Value Manager’ doing in India? – In our more than 30 years of existence as a firm and more than 20 years of directly managing India dedicated [...]

India – Hype, Hope, and Reality

April 26, 2024

In February 1990, our Founder Ajit Dayal wrote an article in the Asian Wall Street Journal ‘Loosen the Reins on India’s Bull Market’....

India – Time for a Reality Check

March 23, 2024

Amid growing investor optimism about India, it's crucial to reality-check the narrative.

Are Corporate Pension CIOs heeding their Corporate CEOs?

February 23, 2024

US corporations are increasingly investing in India, but their corporate pension funds have not followed suit. With over $6 trillion in...

Building your India portfolio since 1990 on a foundation of ethics, integrity & disciplined investment research process.

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