$100 Billion In Eight Years: Inside Indian-American Rajiv Jain’s Winning Investment Strategy

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Over 30 years, billionaire Rajiv Jain’s investment approach has morphed from bottom-up to a top-down, quality-focused approach, like Warren Buffett. Above all, he says surviving is more important than making the most money.

Born and raised in Northern India, Rajiv Jain, co-founder and Chairman of GQG Partners, studied accounting at Panjab University and finance at the University of Ajmer before pursuing his M.B.A. at the University of Miami. He began his career as an international equity analyst at Swiss Bank Corporation before joining Swiss asset manager Vontobel in November 1994 as a co-portfolio manager of emerging markets and international equities.

GQG and Jain have become known for focusing on companies' earnings rather than following the hottest trends in the market—as seen in his funds’ large positions in energy, mining, tobacco, consumer goods, healthcare and banking. In March, Jain made his most contrarian and high-profile bet yet: a $1.9 billion investment in Indian conglomerate the Adani Group, just six weeks after Hindenburg Research, a short seller, accused the Indian conglomerate of fraud and stock market manipulation.

 

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