OpenFunds Investment Services is delighted to announce our partnership with Quantum Advisors Pvt Limited, a pioneer in value and high governance investing in India.  

Quantum Advisors have been at the forefront of sensible, long-term investing for more than 30 years and is a pioneer for having established India’s first equity research house for institutional investors in 1990 - when In dia was still a closed economy. Managing long-only India dedicated public equity investments through their Q India Value Equity Strategy with an ausdited track record that extends to nearly 25. Quantum Advisors is an established investment firm with one of the longest-serving equity asset management teams in India, which has  - across several market cycles - applied its proprietary, valuation-driven metrics whilst seeking to identify mispriced stocks available at a discount to their forward intrinsic value.

Commenting on the collaboration, Ajit Dayal, Quantum’s Founder, said: India is under-allocated in global institutional and individual portfolios. The structural changes in the Indian economy over the past three decades coupled with the strong performance of public equity markets reflecting the growth in the economy continues to present a strong investment case for standalone India investments. We are excited to bring our value investing principles to a broader segment of investors with our partnership in Switzerland with OpenFunds.

Siro Zanovello, Founder and CEO of OpenFunds adds: we are thrilled to be bringing to our investors a strategy with daily liquidity managed by a team which has demonstrated that it provides sustainable and robust investment results with a close to 25-year track record. As a pioneer in providing less liquid strategies to our client base, we are delighted to be able to offer through our partnership with Quantum India Advisors a truly scalable and liquid investment opportunity in this exciting growth market that is India using a tried and tested valuation and governance model to identify and avoid many of the obvious pitfalls that exist in such opportunities.

Quantum Advisors recently announced the launch of Q Predictable India Equity UCITS Fund, adding to the firm’s current AuM of USD 2.2bn. With inception date of 20th January 2025, the fund will typically include 25 to 40 stocks across sectors with a low portfolio turnover. All stocks in the portfolio must trade at least USD 1 million per day, thus seeking to ensureing a liquid and a scalable portfolio. The Fund offers share classes in USD, CHF, EUR and GBP.