HFA Icon

QGIC-NY 2025: Siddharth Jain – GQG: These Two Emerging Market Companies Are Fantastic Investments

HFA Padded
Jacob Wolinsky
Published on
Sign up for our E-mail List and Get FREE Access to Exclusive Investment E-books and More!

At the Quality-Growth Investor Conference 2025 in New York, Siddharth Jain, Deputy Portfolio Manager at GQG Partners, shared a forward-looking perspective on markets. Jain emphasized the importance of rate of change rather than static valuations, highlighting how improving fundamentals drive investment decisions. His approach prioritizes quality businesses that can achieve double-digit returns over time. He presented two investment ideas—one focused on growth and the other on value.

Exclusive Conference Offer: 20% off Hedge Fund Alpha subscriptions from March 26-31. With Code Conference. Don't miss out!

Forward-Looking Perspective in Markets

We are forward-looking investors—what does that mean? We focus on the rate of change. We care more about improvement rather than absolute levels. For us, energy is improving despite...

Login required to continue reading.

Setup a free account to get access to this article (no credit card required).

View Full Article
Already a member? Log in here
HFA Padded

Jacob Wolinsky is the ex-Founder of Valuewalk.com (founded 2011, sold 2023). He is founder of HedgeFundAlpha (formerly ValueWalk Premium), a hedge fund focused intelligence service for institutional investors. Prior to founding Valuewalk, Jacob covered small caps, worked recruiting members for a large hedge fund community and freelance financial journalism. Jacob lives with his wife and five kids in Passaic Park NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal ID. Other methods of secure communication are also available. FD: Most of my portfolio is in I mostly purchase broad-based ETFs, mutual funds or individual bonds - I do this for performance reasons and to avoid any potential conflict of interest or occasional receipt of insider information. I will disclose if I have a stake in any company, but in general I have few stocks and I avoid any trading especially around topics I am covering.