The anti-Cathie Wood: Investor is building a stock empire on oil, tobacco and banking

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The anti-Cathie Wood: Investor is building a stock empire on oil, tobacco and banking
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GQG Partners co\u002Dfounder Rajiv Jain has built the firm into a $92\u002Dbillion powerhouse over the past 7 years with his strategy. Read more.

This formula has proven spectacularly successful. In less than seven years, Jain, the former chief investment officer at Vontobel Asset Management SA, has built GQG into a US$92-billion powerhouse. Few, if any, startup funds in recent memory have raised so much money in so little time, according to Morningstar Direct.

All this success, dating back to his days as a star manager at Vontobel, has given Jain a certain swagger. “These kinds of volatile years actually allow you to differentiate a little bit more,” he said from GQG’s headquarters in Fort Lauderdale, Fla. “A lot of ‘quality growth’ managers basically blew up. We found out whether they really own quality.”

“He is so much more cautious than other growth managers,” Gregg Wolper, a senior analyst at Morningstar Research Services LLC, said. Jain typically invests in 40 to 50 large-cap stocks in his international fund, compared with the benchmark’s more than 2,000 companies. His U.S. fund holds less than 30 stocks, compared with more than 500 in the S&P index. Two of the international fund’s top 10 holdings are tobacco companies — British American Tobacco PLC and Philip Morris International Inc. They account for almost 10 per cent of the portfolio.Born and raised in India, Jain moved to the U.S.

“He has a combination of confidence and yet some humility in understanding that he might be wrong about something,” Wolper said.Article contentThis ability to recognize errors — and rapidly change course, as a result — is something Jain believes his rivals lack. For instance, they failed, he said, to recognize last year that the tech-stock boom was about to go bust.

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The anti-Cathie Wood: Investor is building a stock empire on oil, tobacco and bankingThe anti-Cathie Wood: Investor is building a stock empire on oil, tobacco and bankingGQG Partners co\u002Dfounder Rajiv Jain has built the firm into a $92\u002Dbillion powerhouse over the past 7 years with his strategy. Read more.
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