We follow a systematic process for selecting stocks, rooted in in-depth market research and deep fundamental analysis
This approach is designed to drive long-term alpha, ensuring sustained capital appreciation for our investors.
Investment Philosophy
We prioritise simplicity and rigorous ground research over elusive opportunities. Our time-tested investment principles have consistently guided us through volatility, ensuring steady performance across market conditions.
Investment
Strategy
We at Quest, believe strongly that investment is both an Art and a Science. We aim to be meticulous in our approach to the science part of investing and at the same time create a framework that makes the art part a systemic design of process.
Our investment strategy is to be open to the idea that in an increasingly globalized economy, the impact of global event can be quick and large sized. As a result, we look to optimize our investment portfolio as a mix of participating in upside while staying safe in event of a downturn. We do this by having a fine blend of Value and Growth stocks in our portfolio.
Blending growth and value investing to navigate market cycles
By following a multi-faceted investment strategy that combines value and growth investing, we tend to leverage market upsides while still maintaining a safety cushion during downturns.
A mix of top-down approach while analysing macroeconomic trends and bottom-up approach while choosing companies enables us to adapt to changing cycles.
Highlights of our investment strategy
Enhanced flexibility with a sector and market-cap agnostic approach
While we may concentrate on certain sectors depending on market opportunities, we primarily refrain from sticking to a particular sector and market-cap.
A mix of top-down and bottom-up approaches for adapting to changing cycles
We analyse macroeconomic trends to identify promising sectors, then combine top-down insights with bottom-up analysis to select high-quality stocks.
Sector rotation for driving long-term alpha
We employ a sector rotation strategy while actively investing in the equity market. The flexibility of tactical asset allocation across promising sectors allows us to leverage sectoral growth patterns.
Monitored portfolio cash levels to capitalise on opportunities
We constantly keep a check on cash reserves, positioning ourselves to harness market volatility and profit from emerging opportunities.
Sharp eye on valuation to balance risk and reward
We keep identifying undervalued companies to leverage mispriced opportunities. Simultaneously, we avoid overpayingfor even seemingly promising businesses.
Focus on high risk-adjusted returns
We do not chase high returns at the expense of excessive risk. Instead, we prioritise potential returns relative to the level of risk taken.
Our Offerings
PMS and AIF solutions backed by over three decades of experience backed expertise.
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