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

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Jacob Wolinsky
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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...

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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 worked as an equity analyst covering small caps, a micro-cap analyst, doing member development a large hedge fund community and freelance financial writing. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal id. Other methods of secure communication are also available.FD: I almost exclusively avoid the purchase of equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds. I will disclsoe if I have a stake in any company, but in general avoid