'TIME TO GO FULL THROTTLE'

Rajiv Jain, Chairman and CIO of GQG Partners, reveals the thinking behind investing in the Adani Group

- ANAND ADHIKARI

Q&A

IN THE WORLD of finance, some may argue that Rajiv Jain, Chairman and Chief Investment Officer (CIO) of GQG Partners, is playing with fire. But this Fort Lauderdale, Florida-headquartered private equity firm has found its special sauce with its successful investment strategies. Whether it’s HDFC Bank or ITC, Jain’s strategy has been to get in early, thereby maximising returns for his global clients. His investments in the Adani Group—more than $4 billion—have attracted considerable attention due to the controversies surrounding the conglomerate. But the 55-year-old, who has a knack for seizing opportunities amidst challenges, is betting on his investment experience of more than three decades to come through for his clients. In an exclusive interview with Business Today, Jain decodes his investment thesis. Edited excerpts: 

What were your investments in India before the Adani Group?