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), Becton Dickinson (BDX), Eli Lilly (LLY), ITC (ITC.India), MercadoLibre (MELI), Petrobras (PBR), Philip Morris International (PM), Taiwan Semiconductor (TSM),

Pans: Oracle (ORCL)

Influences: Warren Buffett, Peter Lynch

Website: www.gqg.com