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Vontobel Asset Management

3 statements across 1 episodes · 1 bullish · 2 bearish · 1 people on the record · first statement Jun 8, 2026 by Rajiv Jain · across every show →

Everything said about Vontobel Asset Management, oldest first

Jun 8, 2026 bullish
Disclosure
Jain: Vontobel bet heavily on South Korea in 2002 at 5x earnings
“We ended up making a big bet on South Korea because there was so many of these companies selling five times earnings.”
Rajiv Jain Jun 8, 2026 ▶ 14:45 Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)
Jun 8, 2026 negative
Assertion Supported
Jain: Vontobel's AUM dropped from $1.5B to $250M after dot-com crash
“There were these kind of bets, but the business went down from a 1,000,000,001, billion and a half to almost 253 hundred million dollars.”
Rajiv Jain Jun 8, 2026 ▶ 15:01 Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)
Jun 8, 2026 negative
Assertion Not checkable as stated
Jain: 75% of clients fired Vontobel when he became CIO in 2002
“I became CIO in January, 2002. And quickly, 75% of clients fired us.”
Rajiv Jain Jun 8, 2026 ▶ 14:33 Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)
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