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.
why aren't all 53 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 2 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
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.”
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.”
Jain: GQG cut tech exposure in 2021 and re-entered in 2023
“We exited twenty-twenty-one extremely underweight technology.
Our view is that industry was overrunning, if you look at semiconductor, et cetera.
That turned out to be the right call.
We re-entered as we saw the impact of ChatGPT in early days.
So in twenty-tw…”