Insightful Investor #8 - Rajiv Jain: Stocks, GQG, Adaptability
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Feb 20, 2024 The podcast discusses Rajiv Jain's success in running a global equity firm, the importance of adaptability in investment strategies, the challenges of market dynamics, embracing disagreements and diverse viewpoints in decision-making, and navigating market cycles while adhering to investment fundamentals.
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Starting Fresh at GQG
- Rajiv Jain left Vontoble to start fresh and rebuild his team without old mistakes.
- He sought less red tape and a chance to reinvent himself after 22 years there.
Core Principles for Success
- Align client and manager interests by investing personal money alongside clients'.
- Emphasize adaptability and nonconformity to stay relevant in changing markets.
Unconventional Means Independent
- Unconventional investing appears so because most follow popular narratives blindly.
- True investing is independent thinking that might sometimes align with, or oppose, consensus.