The latest news in investment offerings, financial products and other services relative to wealth advisors and their clients.

Quantum Advisors
Quantum Advisors, a pioneer in value and high governance investing in India, has extended its portfolio offering to a broader investor base through the launch of Q Predictable India Equity UCITS Fund.

The fund is designed to provide individual and institutional investors with access to listed equities of Indian companies that are positioned to benefit from the anticipated growth and development of the Indian economy. Applying Quantum Advisors’ proprietary Integrity Screen, introduced in 1996, to weed out poorly governed companies, and valuation metrics, the fund aims to generate long-term capital appreciation by investing in liquid stocks.

Building on Quantum Advisors’ 25-year track record with the Q India Value Equity Strategy and its heritage as one of the longest-serving equity portfolio management teams in India, the fund applies proprietary, valuation-driven metrics and seeks to identify mispriced stocks available at a discount to their forward intrinsic value.

The fund will typically include 25 to 40 stocks across sectors with low portfolio turnover. All stocks in the portfolio must trade at least $1 million per day, ensuring a liquid and a scalable portfolio.

“Our disciplined approach, combined with a strong focus on integrity and valuation, has continued to deliver sensible outcomes for our clients over the years. We believe this fund offers a unique opportunity to benefit from India’s growth story while endeavouring to minimise non-financial risks,” Ajit Dayal, founder, Quantum Advisors, said.

Quantum Advisors draws on over 30 years of Indian equity markets experience, including seven years of value investing globally in partnership with Tom Hansberger, the co-founder of Templeton,

Galbraith & Hansberger founder Ajit Dayal, former lead manager of the Vanguard International Value Fund (1999 to 2004), who has 40 years of experience in the Indian capital markets, and I V Subramaniam (Subbu), group head equities, who has 33 years of experience in the Indian capital markets, are amongst the longest serving equity portfolio managers from India.