Profile

Investor: Rajiv Jain

Investment style: Contrarian, quality compounders, value

Organization: GQG Partners

Title: Co-founder, 2016

Circle of competence: Emerging markets, energy, health care, technology, tobacco

Picks: Altria Group (MO), Anheuser-Busch Inbev (BUD), AXIA Energia (AXIA), Becton Dickinson (BDX), Eli Lilly (LLY), Heineken (HEINY), ITC (ITC.India), MercadoLibre (MELI), Petrobras (PBR), Philip Morris International (PM), Sea Limited (SE), Taiwan Semiconductor (TSM),

Pans: Oracle (ORCL), Alphabet (GOOGL)

Influences: Warren Buffett, Peter Lynch

Website: www.gqg.com