PSU Banks: Manufacturing is big theme; PSU banks, infra to outshine: Sandeep Tandon of Quant Mutual Fund

PSU Banks: Manufacturing is big theme; PSU banks, infra to outshine: Sandeep Tandon of Quant Mutual Fund


Sandeep Tandon, MD and CEO, Quant Capital; image courtesy: Quant.

Synopsis

Asia-centric emerging markets, India in particular, will outperform developed markets, while value theme will outdo growth, says Sandeep Tandon, founder and CIO, Quant Mutual Fund. The fund house manages INR15,786 crore via 16 schemes. In conversation with Ami Shah, Tandon talks about his stock-picking style, Quant’s risk-mitigating investment framework, VLRT+ Q2, and things besides financial markets that keep him engaged.

Are you a value investor or a growth investor?Our forte lies in blending different research and investing methodologies into actionable investments. The idea is to build scalable and liquid strategies that provide returns, uncorrelated with broader market, or exploit some inefficiency in market. We believe that intrinsic value is not what trades are made on, but without real value, no price is justifiable.We are an ‘unconstrained’ fund house and

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Author: Shirley