Quest Investment Managers
Quest Smart Alpha
Oct 2026 → Oct 2026
Our archive holds 2 letters from this strategy, behind 7 investment theses and positions in 25 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in a year — follow all of Quest Investment Managers for every strategy.
Also held
- BALRAMPUR CHINI MILLS LTD
- Wheels India Ltd
- UNION BANK OF INDIA
- Tata Consumer Products Ltd
- SANSERA ENGINEERING LIMITED
- Jindal Steel Ltd
- KIRLOSKAR FERROUS INDUSTRIES LTD.
- ORKLA INDIA LIMITED
- TVS Motor Company Ltd
- SAMHI HOTELS LIMITED
- Viyash Scientific Ltd
- AAVAS FINANCIERS LIMITED
- ADF FOODS LIMITED
- JNK INDIA LIMITED
- ZF Commercial Vehicle Control Systems India Ltd
- CITY UNION BANK LIMITED
- National Stock Exchange Of India Ltd
- VIYASH SCIENTIFIC LIMITED
- COFORGE LIMITED
- SUDARSHAN CHEMICAL INDUSTRIES LIMITED
- M & B ENGINEERING LIMITED
- SWIGGY LIMITED
Its investment theses
- Jindal Steel LtdOct 2026Jindal Steel is positioned for margin expansion and volume growth through Angul capex, integrated raw materials, and domestic infrastructure demand.
- National Stock Exchange of India LtdOct 2026National Stock Exchange of India Ltd benefits from a dominant liquidity moat, structural financialization, and expanding recurring revenue streams.
- Tata Consumer Products LtdOct 2026Tata Consumer Products Ltd is evolving into a diversified FMCG platform with brand strength, M&A synergies, and premium growth categories.
- TVS Motor Company LtdOct 2026TVS Motor Company Ltd combines scale, EV leadership, exports, and premiumization to drive growth and margin resilience.
- Viyash Scientific LtdOct 2026Viyash Scientific Ltd has a multi-year growth case centered on formulations, higher-value APIs, merger synergies, and CDMO scale-up.
- Wheels India LtdOct 2026Wheels India Ltd offers multiple growth vectors, led by aluminium wheels, air suspension, and global leadership in niche wheel markets.
- ZF Commercial Vehicle Control Systems India LtdOct 2026ZF Commercial Vehicle Control Systems India Ltd is set to benefit from braking-system leadership, regulation-driven content upgrades, and e-bus adoption.