In 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 Order
Run Time Topic 00:25 What have you been able to do differently in setting up your own fund management firm? 02:20 How does your "quality growth" process lead you to be unique within your peer group? 04:30 Outline your team culture at GQG Partners 08:27 How does you experience in Emerging Markets translate to managing a global equity UCITs strategy? 11:50 Given the Covid-19 crisis, how has your fund performed? In what types of markets should it out/underperform peers? 14:25 How has your experience managing money during previous bear markets influenced your process? 15:20 Given the uncertainties driven by the Covid-19 crisis, how do you go about positioning a portfolio? 18:50 What areas are you currently avoiding? 21:30 Where do ESG criteria fit into your process? 23:50 What is your view on the value/ growth debate and can we expect a rotation? 27:50 What are your ambitions for your firm going forward?
Rajiv Jain is chatting remotely with Jake Moeller, Head of Lipper UK and Ireland Research at Refinitiv, on May 5, 2020.
About Rajiv JainRajiv is the Chairman and Chief Investment Officer of GQG Partners and also serves as the lead portfolio manager for all GQG Partners strategies.
Rajiv commenced investment operations at GQG Partners in June 2016 with over 25 years of investment experience. Previously, Rajiv served as a Co-Chief Executive Officer (from July 2014) and Chief Investment Officer and Head of Equities (from February 2002) at Vontobel Asset Management. He was the sole portfolio manager of the International Equities strategy (since 2002) and Emerging Markets Equities strategy (since 1997), and the lead portfolio manager for the Global Equities strategy (since 2002).
Rajiv helped build the business from less than US$400 million under management to just under US$50 billion in 2016. He joined Vontobel Asset Management as a co-portfolio manager of Emerging Markets Equities and International Equities in November 1994.
Prior to that, he was an International Equity Analyst at Swiss Bank Corporation.
Rajiv earned an MBA in Finance and International Business from the University of Miami. He also has a master’s degree from the University of Ajmer and an undergraduate degree in accounting with honors.
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Disclaimer:
This material is provided for as market commentary and for educational purposes only and does not constitute investment research or advice. Refinitiv cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided in this publication or from any other source mentioned. Please consult with a qualified professional for financial advice. The author does not own shares in this investment.
