Rajiv Jain
18 statements across 1 episodes · 7 bullish · 6 bearish · 1 people on the record · first statement Jun 8, 2026 by Rajiv Jain · across every show →
On the record as a speaker too: Rajiv Jain's record, appearances and statements → this page counts the times other people say the name.
Everything said about Rajiv Jain, oldest first
Jun 8, 2026
Jain: Asset managers must prioritize absolute returns over relative benchmarks
“Relative is fine in an up market, but over the long run, if you don't have absolute returns, nobody needs you. You don't pay bills with relative performance. In a bull market, everybody thinks a relative, but if you want a long-term survival, you need an absol…”
Jun 8, 2026 bullish
Jain: Energy pipelines have massive barriers to entry due to regulation
“If you look at the energy business, it has become far higher barrier to business than it used to be. If you look at the pipelines, how long does it take to get any approvals? You don't have to go into Keystone, but any other pipeline, it's a much higher barrie…”
Jun 8, 2026 negative
Jun 8, 2026 negative
Jun 8, 2026 bullish
Jun 8, 2026 negative
Jun 8, 2026
Jun 8, 2026 positive
Jain: GQG's research team is half journalists hired to criticize investments
“Now we have an equal amount of journalists and traditional analysts. Their job is to take the opposite view by default. Journalists are pretty good at that. I've learned a lot hanging out with journalists. Half the team is journalists who basically criticize e…”
Jun 8, 2026 neutral
Jain: Targeting high hit rates causes investors to miss multi-baggers
“The reason was because when you have a high hit rate, the problem is you have a high bar on what comes in. So you also miss a lot of multi-baggers for that reason. You actually lower the hit rate because then you have a small position.”
Jun 8, 2026 positive
Jun 8, 2026
Jain: Financial models need operational precision, not arbitrary 15% growth assumptions
“Which was one of the biggest learning experiences you forget as an analyst is that things have to be in a little more precise manner than simply putting in a model, or you grow at 15% next five years, and we all live happily ever after.”
Jun 8, 2026 negative
Jun 8, 2026
Jun 8, 2026 bearish
Jain: Paying high multiples on peak margins for cyclicals causes massive losses
“If I go back to .com, the biggest lesson was some of the biggest losses that came in my book were the names that were cyclicals and we paid high multiples on peak margins. I remember Japanese names, which went from five percent operating margin to 25% margin, …”
Jun 8, 2026 positive
Jun 8, 2026 negative
Jun 8, 2026 positive
Jain: GQG bans personal trading; his net worth is in client funds
“We don't allow any personal trading here. Everybody has significant skin in the game. And I understand people have sometimes different views. I've had almost all of my net worth out value GQG in the products that clients would consume. Same exact vehicles.”