Shows
The Long ViewDavid Herro and Rajiv Jain: Should US Investors Renew Their Passports?And we are thrilled to have with us today two fabulous investors in global equities. David Herro is here from Harris Associates. He is a longtime portfolio manager at Oakmark International and Oakmark International Small Cap. Rajiv Jain, to David’s left, is here from GQG Partners, which he founded in 2016. Both of these gentlemen have strategies that are rated Gold by Morningstar’s Manager Research team. So, we’re really excited to have them here and to dig into international investing and the case for international investing.BackgroundDavid Herro BioOakmark Intern...2024-07-0952 min
Insightful Investor#8 - Rajiv Jain: Stocks, GQG, AdaptabilityRajiv Jain is the Founder, CIO, Chairman and Portfolio Manager of GQG, a $120B global equity firm that he launched in 2016. Rajiv shares insights about running a successful business, his investment framework, the importance of adapting and his market outlook.2024-02-201h 09
Moneycontrol PodcastMarkets cheer RBI’s pause, Softbank pares Zomato stake, GMR Airports Infrastructure in focus & more | Market MinutesIn this episode of Market Minutes, Zoya Springwala talks about the key factors to watch out for today before the domestic market opens. The RBI MPC maintained repo rates for the fifth meeting, and markets cheered the central bank’s upward revision of GDP forecasts. Softbank pared a stake in Zomato, Rajiv Jain’s GQG Partners acquired a stake in GMR Airports Infrastructure and more. Also, catch Kapil Gupta of Nuvama Wealth on the Voice of the Day segment. Market Minutes is a morning podcast that puts the spotlight on hot stocks, key data points, and developing trends.2023-12-1107 min
UBS On-Air: Market MovesUBS Asset Management & GQG Partners discuss artificial intelligenceA conversation with Rajiv Jain of GQG partners on the implications of disruptive technologies and the opportunity set in artificial intelligence. What are the key signposts to monitor going forward?2023-08-1115 min
BridgeBytesHow Does GQG Respond to Those Who Questioned GQG's Portfolio Rotation?Rajiv Jain discusses portfolio rotation and why he believes it should be thought of as an important part of long-term survival. (Published June 2023)2023-07-1001 min
BridgeBytesHow Has GQG Navigated Its Exposure to Commercial Banks?Rajiv Jain discusses GQG Partners cutting back on their exposure to U.S. banks and notes that, while we’re not near another 2008 situation, in his opinion, more banks could be put under pressure. Rajiv also discusses why GQG Partners is more upbeat on equity markets. (Published June 2023)2023-07-1001 min
BridgeBytesGQG - Prospects for the Energy and Technology SectorsRajiv Jain provides his insights on the energy space becoming, in his opinion, somewhat less attractive while the tech space became more attractive and how GQG Partners proceeded accordingly. (Published June 2023)2023-07-1001 min
Goldman Sachs ExchangesGQG’s Rajiv Jain on bold moves, growth of capital and global marketsSince GQG Partners’ Chairman and CIO Rajiv Jain co-founded the global boutique asset management firm in 2016, the company has grown to more than $100 billion in assets under management. In this episode of Goldman Sachs Exchanges: Great Investors, Jain discusses his approach to managing portfolios and building teams, as well as his views on the macroeconomic and investment landscape. Learn more about your ad choices. Visit megaphone.fm/adchoices2023-06-2023 min
All You Need To Know By NDTV ProfitAll You Need To Know By BQ Prime | May 24GQG Partners’ Rajiv Jain says not surprised with SC panel report in Adani-Hindenburg case; FM Sitharaman pitches for India as maintenance, repair hub for Boeing; Stalemate in talks between White House, Republicans with deadline drawing close; U.S. stocks decline, early risers in Asia Pacific region begin lower…All this and much more on your daily podcast by Alex Mathew and Niraj Shah.2023-05-2406 min
BridgeBytesDoes GQG Partners Target a Specific Number for Active Share and Portfolio Turnover? Rajiv Jain explains how GQG Partners looks at active share and portfolio turnover. (Published July 2022).2023-03-2801 min
BridgeBytesHow GQG Partners Is Navigating Inflation Rajiv Jain explains how his decades of managing emerging market equites helps him navigate the challenges of inflation today. (Published July 2022).2023-03-2803 min
BridgeBytesGQG Partners' Perspectives on the Technology Sector GQG Partners had a lot invested the technology sector in 2020 before reducing exposure in 2021. Rajiv Jain provides his insight on the technology sector today. (Published July 2022).2023-03-2803 min
BridgeBytesRajiv Jain's Thoughts on Performance During the Recent Market Downturn Rajiv Jain provides his opinion on the performance of GQG Partners during this market downturn. (Published July 2022).2023-03-2802 min
The Morning BriefRajiv Jain’s Adani AdventuresAs Gautam Adani battled his worst crisis ever, one little known investor and his firm came to his rescue. Rajiv Jain’s GQG Partners last week laid a $1.87 billion bet on the conglomerate by buying stakes in four of its companies. This, at a time when the group had lost more than $120 billion in the markets thanks to a damning report from American shortseller Hindenburg accusing it of corporate fraud. Who is Rajiv Jain and why has he placed the most daring bet of his life on the embattled ports-to-power business empire? Host Arijit Barman talks to the man hi...2023-03-0639 min
Citywire: Mistakes Were MadeEp. 32: Rajiv JainGQG Partners' CIO and star fund manager Rajiv Jain explains how an aversion to energy cost him big, that it's vital for fund managers to have skin in the game, and why PM turnover isn't always a bad thing. Plus, Investor Amnesia's Jamie Catherwood drops by to tell us about Japan's Samurai bunny bubble (yes, you read that right). Enjoy!2022-10-2730 min
BridgeBytesRajiv Jain's Thoughts on Performance During the Recent Market DownturnRajiv Jain provides his opinion on the performance of GQG Partners during this market downturn. (Published July 2022).2022-08-0802 min
BridgeBytesHow GQG Partners Is Navigating InflationRajiv Jain explains how his decades of managing emerging market equites helps him navigate the challenges of inflation today. (Published July 2022).2022-08-0803 min
BridgeBytesGQG Partners' Perspectives in the Technology SectorGQG Partners had a lot invested the technology sector in 2020 before reducing exposure in 2021. Rajiv Jain provides his insight on the technology sector today. (Published July 2022). 2022-08-0803 min
BridgeBytesDoes GQG Partners Target a Specific Number for Active Share and Portfolio Turnover?Rajiv Jain explains how GQG Partners looks at active share and portfolio turnover. (Published July 2022).2022-08-0801 min
BridgeBytesHow GQG Partners Funds Stay Tax EfficientWhile not explicitly designed to be tax efficient, GQG Partners funds value keeping tax costs low due to the impact they can have on returns. Rajiv Jain explains how they accomplish this. (Published November 2021)2021-12-0602 min
BridgeBytesHow GQG Partners Reconciles Portfolio Higher Turnover with 5-Year Company OutlooksRajiv Jain explains how he balances mid-term company outlooks with short-term selling. (Published November 2021).2021-12-0602 min
BridgeBytesHow Has GQG Partners Been Navigating Inflation and Rising Rates?Taking a pragmatic view, Rajiv Jain explains how he has always planned for inflation and a rate-changing environment. (Published November 2021).2021-12-0602 min
BridgeBytesRajiv Jain's Devil’s Advocacy Approach to InvestingRajiv Jain explains how he instills an investment philosophy at GQG Partners that encourages opposing views and unique insights. (Published November 2021).2021-12-0602 min
BridgeBytesRajiv Jain's Thoughts on China in 2021After having largely exited positions in China back in 2020, Rajiv Jain and his team are now slowly and cautiously rebuilding some holdings in the country. Rajiv discusses some of the companies GQG Partners has been looking at as well as his thoughts on China as a whole. (Published November 2021).2021-12-0602 min
BridgeBytesWhy Has GQG Partners Increased Its Energy Weighting in 2021?Rajiv Jain explains why he has been growing his energy exposure while other funds have been divesting from the sector. (Published November 2021).2021-12-0603 min
The Meb Faber Show - Better InvestingRajiv Jain, GQG Partners - “Everything Is Temporary And The Only Way To Survive Long-Term Is To Be Adaptive” | #321In episode 321, we welcome our guest, Rajiv Jain, Chairman and Chief Investment Officer of GQG Partners, a boutique investment management firm focused on global and emerging markets equities. In today’s episode, we hear how Rajiv is building an asset management firm for the future. We start with Rajiv’s early career as an emerging markets PM and the lessons he learned navigating the Tequila Crisis. Then we dive into his choice to venture out on his own and start a new firm focused on having skin in the game, a diverse team, and a long-term view. We talk about...2021-06-161h 03
BridgeBytesGQG - What are your thoughts on the current market environment and where do you see the best opportunities?Rajiv Jain, co-founder & CIO of GQG Partners, describes COVID-19’s effect on the economy and outlines where he’s finding quality and sensible prices. 2021-01-2806 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Rajiv Jain, GQG Partners Global Equity FundIn this wide-ranging #FundManagerChat, Rajiv Jain, CIO of GQG Partners and Manager of the GQG Partners Global Equity Fund, discusses how he finds the opportunities in global equities markets. Rajiv explains what drove him to set up his own fund house after forging a successful career at Vontobel and outlines the key influences behind his unique and successful "quality growth" process. Rajiv also provides a summary of global equities markets and explains how his considerable experience with previous bear markets is helping him navigate the difficulties presented by the current Covid-19 crisis. Running O...2020-05-0729 min
Masters in BusinessRajiv Jain Discusses Portfolio ManagementBloomberg Opinion columnist Barry Ritholtz interviews Rajiv Jain, chairman and chief investment officer at GQG Partners, which has $24 billion in assets under management. In 2012, Jain was named Morningstar’s International Manager of the Year. He previously served as co-chief executive officer, CIO and head of equities at Vontobel Asset Management. See omnystudio.com/listener for privacy information.2019-08-021h 06