Where were you when the lights went out? Were you worried about your investments when Lehman declared Bankruptcy on September 15th, 2008, and markets plummeted by 50%? Or when the COVID Pandemic hit in March 2020, turning cities into ghost towns and collapsing markets in a span of days?
When the world faced these crises, even global leaders did not have clarity on the way forward. Financial experts struggled to make sense of the chaos unfolding around them and were unsure of how to tackle the panic and uncertainty gripping investors worldwide.
However, at Quantum, we have always believed that a steadfast investment approach backed by disciplined research and investment process can help you navigate such crises and safeguard your portfolio in turbulent times. While the world seemed to shake and markets collapsed, Quantum had strong conviction in its portfolio and believed in its potential. A visual testament to this belief is our Unique Upside Potential chart, calculated every month since April 2008, estimating the Gross NAV of our Portfolio looking out 2 years into the future.
Elections 2024 – Uncertainties Still Prevail
In the current times, uncertainties such as market swings, inflation, geopolitical uncertainty, and global slowdown dominate the investing landscape. As the political landscape heats up, it is natural to be concerned about its potential impact on equity markets. The election results are unexpected, and it’s difficult to predict the market reaction. The key to weathering any uncertainty lies in adopting an investment strategy that offers predictability of outcomes with an ability to manage downside risk better.
We believe that our time-tested investment process to estimate Upside Potential can help navigate market volatility and achieve predictable outcomes even in the most uncertain of times. The certainty of outcome is the result of a disciplined research and bottom-up stock selection process that identifies opportunities that are undervalued relative to historical performance. The Quantum Long Term Equity Value Fund is mindful of valuations by setting pre-defined buy-sell limits. We select companies trading at a 25-40% discount to their 2-year forward intrinsic value, coupled with catalysts for realizing their estimated upside potential.
Quantum Long Term Equity Value Fund has carved a niche for itself by being able to predict certainty in equity outcomes to provide stability to your portfolio. With a remarkable 17-year track record of weathering market cycles, QLTEVF has acted as an anchor in a sea of uncertainty.
