Rajiv Jain and his firm, GQG Partners, have invested $1.87 billion in several listed firms of the Adani Group, including Adani Ports, Adani Green Energy, Adani Transmission, and Adani Enterprises. This investment has been welcomed by the stock market, with Adani Group's stocks trading in the green. Rajiv Jain, who is the founder, chairman, and CIO of GQG Partners, is known as one of the world's leading Global and Emerging Market investors. He has developed an investment approach that focuses on investing in companies that his firm believes will be successful over the next five years and beyond. In a recent interview, he stated that he is most bullish on the energy sector, particularly fossil fuels, due to their underappreciated necessity in the transition to a net-zero economy. The Adani Group's pivot towards renewable energy and green hydrogen gas aligns with GQG Partners' investment approach.
Rajiv Jain and GQG partners the man of the movement and the firm of the moment as far as the stock markets and India Inc are concerned and that's because GQG Partners led by Rajiv Jain has announced a blockbuster 1.87 billion dollar investment in a series of secondary block trades across multiple listed firms of the Adani group, Adani ports and SCZ Adani green energy, Adani transmission and Adani Enterprises the flagship not surprisingly the influx of confidence Capital was cheered by D Street and the Adani pack of stocks have been trading in the green so who exactly is Rajiv Jain and what do we know about GQG partners well Rajiv Jain is the founder chairman and CIO of asset manager GQG Partners which was established back in June 2016. GQG is headquartered in Florida it's listed interestingly on the Australian stock exchange and in a short time it has grown to manage more than 92 billion dollars in client assets Yes you heard that right barely seven years it is now seen as one of the world's leading Global and Emerging Market investors in fact it was awarded the Morning Star fund manager of the year for Global equities for 2023. its International portfolio includes the likes of Philip Morris International what about India well back home it has bet on the likes of ITC ICICI Bank Sun Pharma Infosys and a few other Blue Chip players interestingly this is what Jane says in a video on the firm's website I quote I bought my first stock in high school and I've been managing other people's money for over 20 to 23 years end quote prior to GQG Rajiv served as the co-ceo and the chief investment officer and head of equities at wantable Asset Management where he worked for nearly 22 years prior to that he was an international Equity Analyst at Swiss Bank Corporation Rajiv was born and raised in India earned an MBA in finance and international business from the University of Miami so for all you people out there who are wondering what's this man's investment Mantra here's what it is he says our goal is quite simple to compound our clients Capital over time to do this we need to protect assets in difficult markets and participate in Rising markets we have developed an investment approach that strives to do just that based on a lens we call forward looking quality this concept Jane says in ignores in fact the traditional investment constraints associated with growth and value Instead This approach focuses on investing in companies that Jan and his firm believe are going to be successful over the next five years and Beyond let's take a closer look also at some of his other views now in a February 2022 interview with the financial review Jane had said remember what chakrin said in 2007 you have got to dance when the party is on but our view is you can't wait till the Music Stops you have got to make some preparations technology is no longer the growth spot it's yesterday's growth spot in fact the article added that Jan is most bullish on the energy sector because of the underappreciated necessity of fossil fuels in the transition to a net zero economy now with the Adani groups pivot it was renewable energy and green hydrogen gas GQGs mega block deals make perfect sense
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