Sid Jain

Sid Jain, Deputy Portfolio Manager at GQG Partners, shares insights on the firm’s quality investment strategy and its US Select Quality Equity Fund. He highlights that high-quality stocks are at historic price levels, posing risks similar to the dot-com era. Jain discusses the integration of growth with quality, emphasizing durable earnings and cautious momentum approaches. Additionally, he reveals how non-traditional research has influenced investment views, demonstrating the importance of a proactive risk management culture.