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The Quantum Philosophy

The Quantum vision is To stay focused on the needs of our investors and be India’s most respected mutual fund house by adhering to traditional values of simplicity, transparency and integrity while continuing to deliver steady performance over the long term... the keyword to takeaway from this statement is the word respected. Not the largest in terms of AuM but the most respected, by doing what's right for the investor and not deviating from our core investment philosophy.

Quantum Mutual Fund has always firmly adhered to its values and will continue to stay true to our philosophy on equity investments. The key word here though is Value. Value not only in terms of the softer aspects of the organization but also in terms of how we invest. That is by following the tenets of Value Investing as a concept for the Quantum Long Term Equity Value Fund since its inception in 2006. Value Investing is defined as “An investment strategy where stocks are selected that trade for less than their intrinsic values. Value investors actively seek stocks they believe the market has undervalued. Investors who use this strategy believe the market overreacts to good and bad news, resulting in stock price movements that do not correspond with a company's long-term fundamentals, giving an opportunity to profit when the price is deflated.”

The Quantum Long Term Equity Value Fund has crystallized the above definition into a working process, honed over decades of experience, into a simple flow chart that is given below:

  • No Shooting from the Hip
    Our tried and tested Research and Investment process gives clients with a long-term investment philosophy a channel that outperforms on the Upside and limits the Downside
    Investment Process

    Investment Process

    Our Investment Criteria - Value
    • the business of the company,
    • the environment in which it operates,
    • the management, and their long-term goals,
    • can the financials support the long-term goals?
    Analyze :
    • the stock price based on fundamentals relative to its peer group, its history, and the market.
    • PER, PCF, P/BV, Div Yld, EV/EBITDA
    • Current price is 40% < our estimate of long-term value
    • Current price is > our estimate of long-term value
    • Changed view of management
    • Changed view of business
    Portfolio Construction
    • Stock has to be under active coverage, average daily trading volume of US$ 1 million
    • Strict adherence to Buy / Sell limits.
    • We are indifferent to whether a stock we own is in the BSE-200 Index or not.
    • We do not make sector calls. We make stock calls that lead to certain sector weights.
    • The minimum holding in any one stock is 2% and the maximum is 6%.
    • With a range of 25 to 40 stocks our average holding is 2.5% to 4.0% per stock

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Mutual Fund investments are subject to market risks, read all scheme related documents carefully.