GQG Partners was launched in June 2016 by Rajiv Jain. He has amassed a varied workforce of more than 100 individuals. As of the second quarter, the firm had over $34 billion in managed 13F securities and $66.7 billion in assets under management. In 1994, he began his investment career as a portfolio manager at Vontobel Asset Management. Alibaba Group Holding Limited and Amazon.com, Inc. are two of his most prominent assets.
Here is Insider Monkey’s list of the top stock picks of Rajiv Jain’s GQG Partners. Philip Morris International Inc. is a multinational cigarette and tobacco manufacturing firm based in Switzerland. Its tobacco products are sold in more than 180 countries. Instead of the $200 billion merger with Altria Group, Inc., CEO Jacek Olczak suggested that he may grow into the CBD sector in the future. GQG Partners owns $1.2 billion worth of Bank of America Corporation stock, totaling over 29 million shares. It is one of the most valuable equities in Jain’s Q2 portfolio, accounting for 3.54 percent of the total. Infosys Limited is a global Indian technology firm that provides customers with business consulting and outsourcing services. As of June this year, Rajiv Jain owned about 56.95 million shares in Infosys, valued at $1.2 billion. Target Corporation is one of Rajiv Jain’s top stock picks, accounting for 4.20 percent of GQG Partners’ Q2 portfolio. It sells cosmetics, health and beauty items, home decor, technology, food, and other consumer goods. UnitedHealth Group Incorporated is the largest insurance company in the United States in terms of net premiums and the ninth-largest by revenue. As of June this year, 105 funds were positive on the company, with stakes totaling over $13 billion. For more details, click Top 10 Stock Picks Of Rajiv Jain’s GQG Partners.
