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What’s New In Investments, Funds? – Franklin Templeton, Quantum Advisors

Editorial Staff

17 January 2025

Franklin Templeton
California-based investment manager , a Mumbai, India-based firm, has launched the Q India Equity Fund, aimed at individual and institutional investors based in the US.

The fund, which is organised as a non-diversified series of Unified Series Trust, will be distributed by Ultimus Fund Distributor, Quantum Advisors said in a statement. 

Applying Quantum Advisors’ proprietary Integrity Screen, introduced in 1996, to weed out poorly governed companies and assess valuation metrics, the fund aims to generate long-term capital appreciation by investing in liquid stocks.

The new fund, which will typically include 25 to 40 stocks, builds on Quantum Advisors’ almost 25-year track record with the Q India Value Equity Strategy.

All stocks in the portfolio must trade at least $1 million per day, ensuring a liquid and a scalable portfolio, Quantum Advisors said.