Video Description

In this episode of Money Mindset, we sit down with Sandeep Tandon, Chief Investment Officer of Quant Mutual Fund, to unpack the recent underperformance of Quant’s funds over the last year. Despite being one of India’s fastest-growing mutual fund houses with a unique quantitative investment approach, the bear market posed challenges. Sandeep shares insights on their adaptive investment philosophy, risk management strategies, and how they plan to navigate the evolving market cycle in 2025 and beyond. 🔑 Key Topics Discussed: Addressing Underperformance: Sandeep’s perspective on Quant Mutual Fund’s recent challenges and the importance of a long-term view. Quant’s Investment Philosophy: A deep dive into their dynamic, style-agnostic, data-driven approach including the VLRT framework. Risk Management Strategies: How Quant adapts its portfolio between risk-on and risk-off phases to protect capital and generate alpha. Market Cycles & Predictive Analytics: Using data and predictive models to anticipate inflection points and reposition portfolios accordingly. Sector and Stock Selection: Focus areas like infrastructure, hospitality, consumption, NBFCs, and the rationale behind portfolio concentration. The Future Outlook: Sandeep’s thoughts on India’s positioning in the global market, emerging trends, and why patient, disciplined investing matters. Investor Mindset: Why managing emotions, understanding risk, and staying relevant in a fast-changing world is crucial for success. 🎯 About Sandeep Tandon: Sandeep Tandon is the Chief Investment Officer of Quant Mutual Fund, known for his quantitative, data-backed investment strategies. With over three decades of experience in markets, Sandeep emphasizes adaptive asset allocation and risk management to deliver long-term wealth creation. About the Money Mindset Podcast Hosted by Sonia Shenoy, Money Mindset brings you candid conversations with India’s top investors, fund managers, and financial experts. Whether you’re a seasoned investor or just starting, this podcast provides actionable insights to help you build a smarter money mindset. 🔔 Don’t forget to Like, Share, and Subscribe for more engaging conversations with industry leaders. Chapters: 0:00 Introduction 2:35 Quant Mutual Fund’s Underperformance Explained 13:03 Investment Philosophy & VLRT Framework 22:54 Sector Focus & Portfolio Concentration 52:48 Future Outlook & Investor Advice 39:55 Q&A and Closing Thoughts Follow us on- Instagram- / _soniashenoy X- https://x.com/_soniashenoy LinkedIn- / sonia-shenoy-3810395a Threads- https://www.threads.net/@_soniashenoy