{"podcast":{"title":"Capital Allocators – Inside the Institutional Investment Industry","slug":"capital-allocators-inside-the-institutional-investment-industry-222998","podcast_index_feed_id":222998,"rss_url":"https://tedseides.libsyn.com/rss","website_url":"https://capitalallocators.com","image_url":"https://static.libsyn.com/p/assets/f/b/7/6/fb76e1c8bfb69e8dd959afa2a1bf1c87/CA_Square_logo_light_background_6.26.24.jpg","author":"Ted Seides – Allocator and Asset Management Expert","episode_count":806,"summary":"Allocator and asset management expert, Ted Seides, conducts in-depth interviews with leaders in the institutional investing industry. Guests include Chief Investment Officers from leading allocators, asset managers, strategists, thought leaders, and many more. Our mission is to learn, share, and help implement the process of premier investors. Learn more and join our community at capitalallocators.com.","last_synced_at":"2026-07-13T16:20:00.076624+00:00","page_url":"https://stenobird.com/podcast/capital-allocators-inside-the-institutional-investment-industry-222998"},"episode":{"title":"Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)","slug":"contrarian-quality-at-gqg-partners-rajiv-jain-ep-505","published_at":"2026-06-08T08:00:00+00:00","page_url":"https://stenobird.com/podcast/capital-allocators-inside-the-institutional-investment-industry-222998/contrarian-quality-at-gqg-partners-rajiv-jain-ep-505","show_page_url":"https://stenobird.com/podcast/capital-allocators-inside-the-institutional-investment-industry-222998","url":"https://tedseides.libsyn.com/contrarian-quality-at-gqg-partners-rajiv-jain-ep505","audio_url":"https://pscrb.fm/rss/p/traffic.libsyn.com/secure/tedseides/CA_-_EP.509_Rajiv_Jain_-_AUDIO_V2.mp3?dest-id=482814","summary":"Rajiv Jain is the Chairman and CIO of GQG Partners, a global equity manager he founded in 2016 that has soared to $160 billion in assets, rebuffing the challenging decade for active managers. Our conversation covers Rajiv's path from trading in India to his long tenure at Vontobel and founding of GQG. We discuss the periodic crisis lessons that shaped his approach, his definition of quality, team dynamics, and portfolio construction to avoid losses. We then turn to Rajiv's contrarian views, including current significant positions in energy, utilities, steel, tobacco, and emerging markets, avoidance of hyperscalers and semiconductors, and nimbleness to change his mind. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership","meta_description":"Rajiv Jain is the Chairman and CIO of GQG Partners, a global equity manager he founded in 2016 that has soared to $160 billion in assets, rebuffing the ch…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3897,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/capital-allocators-inside-the-institutional-investment-industry-222998/episodes/contrarian-quality-at-gqg-partners-rajiv-jain-ep-505/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/capital-allocators-inside-the-institutional-investment-industry-222998/contrarian-quality-at-gqg-partners-rajiv-jain-ep-505.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}