Rajiv Jain, Brian Kersmanc & Surdarshan Murthy

GQG’s believes in buying high-quality companies using bottom-up analysis to search for businesses with the best chance of growing and sustaining their earnings over time. Only then will they add a stock to the portfolio.

Rajiv Jain | Chairman & CIO

Rajiv is the founder, chairman and CIO of GQG Partners, managing both a global equity and emerging markets mandate. Rajiv is truly international – having moved between India, the US and Switzerland. And, with over 20 years’ experience with emerging markets, he’s succeeded in finding opportunity all over the world.

Brian Kersmanc | Co-Portfolio Manager

Brian is a portfolio manager for all GQG Partners strategies. He joined the firm in 2016, bringing with him knowledge that’s not only deep, but broad – having focused on a wide array of sectors, from real estate equities to aerospace and automotive. 

Sudarshan Murthy | Co-Portfolio Manager

Sudarshan is also a portfolio manager for all GQG Partners strategies. Although Sudarshan has extensive experience as an investment analyst, he also has a varied past. That includes five years spent in the IT services industry, where he was instrumental in starting Infosys’ life sciences business. 

Introducing GQG Partners

FILMED IN JUNE 2017.

 

 

The big question: Is the global economy heading for a hard, soft or no landing?

FILMED IN MARCH 2024.

Brian and Andrew discuss the impact and influence of macro on portfolio positioning and take a look at current stocks of interest.