

Rajiv Jain Discusses Portfolio Management
Aug 2, 2019
Rajiv Jain, Chairman and Chief Investment Officer at GQG Partners, discusses portfolio management and investment decisions, including market efficiency, quality, and opportunities in India. They also talk about the shift towards passive investing and the challenges of managing both US domestic and international equities. Additionally, they explore navigating inflection points in portfolio management, behavioral finance, and anchoring bias.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Introduction
00:00 • 2min
Rajiv Jain's Background and Career Journey
02:05 • 15min
Portfolio Management and Investment Decisions
17:35 • 11min
Entering Positions and True Diversity
28:26 • 8min
Interview with Rajiv Jain, Chairman and CIO of GQG Partners
36:45 • 2min
The Shift Towards Passive Investing
38:48 • 5min
Managing US Domestic and International Equities
43:50 • 6min
Navigating Inflection Points in Portfolio Management
49:53 • 17min
Wrapping up the conversation and holiday gift ideas
01:06:40 • 3min