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The Ledger

Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.

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3statements match
1resolved → 0open claims → 1supported → 0contradicted →

why aren't all 3 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable

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)
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)
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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