In Context

12/30/2018

Rajiv Jain, James Anders, Brian Kersmanc and Sudarshan Murthy of GQG Partners describe their ingrained devil's-advocate approach, the emphasis they put on accounting, how they acknowledge "unknowability" in investing, and why they see mispriced value in CK Infrastructure Holdings, Heineken, KBC Group, Infosys and Intercontinental Exchange.


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