Rajiv Jain, GQG Partners - “Everything Is Temporary And The Only Way To Survive Long-Term Is To Be Adaptive” | #321

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 16 June 2021

⏱️ 62 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

In episode 321, we welcome our guest, Rajiv Jain, Chairman and Chief Investment Officer of GQG Partners, a boutique investment management firm focused on global and emerging markets equities. In today’s episode, we hear how Rajiv is building an asset management firm for the future. We start with Rajiv’s early career as an emerging markets PM and the lessons he learned navigating the Tequila Crisis. Then we dive into his choice to venture out on his own and start a new firm focused on having skin in the game, a diverse team, and a long-term view. We talk about the different investment styles of the firm and how he’s positioned going forward. As we wind down, we take a look around the world and hear Rajiv’s thoughts on emerging markets, Russia, India, and Asia. All this and more in episode 321 with GQG Partner’s Rajiv Jain. ----- This episode is sponsored by AcreTrader. AcreTrader is an investment platform that makes it simple to own shares of farmland and earn passive income, and you can start investing in just minutes online. AcreTrader provides access, transparency, and liquidity to investors, while handling all aspects of administration and property management so that you can sit back and watch your investment grow. If you're interested in a deeper understanding, and for more information on how to become a farmland investor through their platform, please visit acretrader.com/meb. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Medfavor Show, where the focus is on helping you grow and preserve your wealth.
0:11.0	Join us as we discuss the craft of investing and
0:13.5	uncover new and profitable ideas all to help you grow wealthier and wiser.
0:17.2	Better investing starts here.
0:18.8	Matt Faber is the co-founder and chief investment officer at Cambria Investment Management.
0:23.3	Did it industry regulations, he will not discuss any of Cambria's funds on this podcast.
0:27.2	All opinions expressed by podcast participants are solely their own opinions and do not reflect the opinion of
0:31.2	Cambria Investment Management or its affiliates.
0:33.4	For more information, visit Cambria Investments.com.
0:35.6	What's up, friends? We have a killer show for you today. Our guest is the chairman and chief
0:44.2	investment officer of GQG Partners, a boutique investment management firm focused on
0:49.1	global and emerging markets equities. In today's show we hear our guest is building an asset
0:55.2	management firm for the future.
0:57.0	We start with this early career as an emerging markets PM
1:00.0	and lessons learned navigating the tequila crisis.
1:03.0	Then we dive into his decision to venture out on his own, start a new firm focused on having skin in the game,
1:08.2	a diverse team, and a long-term view.
1:11.0	We talk about the different investment styles of the firm and how he's
1:13.8	positioned right now. As we wind down we take a look around the world and hear
1:17.8	our guest thoughts on emerging markets Russia, India, and Asia. Please enjoy
1:22.2	this episode with GQG partners, Rajiv Jang.
1:27.0	Rajiv welcome the show.
	...

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