High-quality stocks, measured by profitability, are trading at historically elevated levels, among the strongest in 25 years. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst with Bloomberg Intelligence, and co-host Christopher Cain, US quantitative strategist at BI, speak with Sid Jain, deputy portfolio manager at GQG Partners, about the firm’s focus on durable earnings and forward-looking quality, its US Select Quality Equity Fund (GQEPX) and why today’s market — particularly in tech — could prove worse than the dot-com bubble. They also discuss the team’s approach, which blends quant guardrails, investigative research and price-momentum awareness to avoid value traps. The podcast was recorded on Oct. 6.

 

High-quality stocks, measured by profitability, are trading at historically elevated levels, among the strongest in 25 years. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst with Bloomberg Intelligence, and co-host Christopher Cain, US quantitative strategist at BI, speak with Sid Jain, deputy portfolio manager at GQG Partners, about the firm&rsquo;s focus on durable earnings and forward-looking quality, its US Select Quality Equity Fund (GQEPX) and why today&rsquo;s market &mdash; particularly in tech &mdash; could prove worse than the dot-com bubble. They also discuss the team&rsquo;s approach, which blends quant guardrails, investigative research and price-momentum awareness to avoid value traps. The podcast was recorded on Oct. 6.
&nbsp;

Reports of active management's demise have been greatly exaggerated. Active continues to grow and evolve in ETFs while mutual funds prosper and define benefit plans. Bloomberg Intelligence strategy team uncover active opportunities and gleam insights from active managers and those who cover the industry.

Reports of active management's demise have been greatly exaggerated. Active continues to grow and evolve in ETFs while mutual funds prosper and define benefit plans. Bloomberg Intelligence strategy team uncover active opportunities and gleam insights from active managers and those who cover the industry.

Inside Active by Bloomberg Intelligence

GQG Partners’ Sid Jain on Forward-Looking Quality

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/5474a6bc-4a54-4f94-983f-b37600e6f059/transcript

Advertisement