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.
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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...