Masters in Business
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.
01:06:10
Episode guests
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- Long-term performance is crucial in navigating market cycles and should be prioritized in investing.
- Stock selection and portfolio construction should consider factors like balance sheets, growth prospects, and returns on capital.
Deep dives
Rajiv Jain's Background and Approach to Investing
Rajiv Jain, Chairman and Chief Investment Officer of GQG Partners, shares his background and approach to investing. Jain highlights his experience in global and international investing and emphasizes the importance of long-term performance in navigating market cycles.
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
