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With global equity markets experiencing protracted volatility as they attempt to price in expectations on interest rates, it is now more important than ever to understand how fund managers are navigating this volatility and the outlook for the next six to twelve months.
Join us for our next webinar in the Lonsec Insights Manager in Focus series where Peter Green, Director of Research, brings together Nick Cregan, Partner & Senior Portfolio Manager at Fairlight and Rajiv Jain, Chairman & Chief Investment Officer at GQG to discuss how they are managing the current market and their outlook for the next year. Both Nick and Rajiv manage funds that have been rated as ‘Recommended’ (Fairlight funds) and ‘Highly Recommended’ (GQG funds) by Lonsec Research in the recent Global Equities review.
Peter Green, Lonsec
Director of Lonsec Research (Host)
Peter joined Lonsec in 2008 and is Lonsec’s Director of Research, a role he has held since 2020. In this role, Peter is responsible for leading the research effort for all professionally managed investment capabilities including managed funds, ETFs and LICs/LITs. Peter also manages the broader research team as well as enhancing the research process as required. Peter had previously been the Head of Listed Products among other roles. Prior to joining the Managed Funds team in mid-2012, Peter held roles as a Senior Investment Analyst for both Equities Research and Direct Property. Before his career at Lonsec Research, Peter worked as a Development Analyst/Senior Property Accountant for an Australian REIT, where his main role was providing analysis and budgeting/forecasting capabilities to the Australian retail property team. He originally worked for Andersen/Ernst & Young as an external audit senior as well as spending two years in the United Kingdom in various accounting roles. He is a Chartered Accountant.
Nick Cregan, Fairlight Asset Management
Partner & Senior Portfolio Manager
Nicholas is a partner of Fairlight Asset Management, serving as a senior portfolio manager in the investment team since the inception of the Fund in 2018. Nick has 18 years investment experience in the domestic, US and international markets. Prior to forming Fairlight Nicholas served as a Portfolio Manager at Evans and Partners, and at Schroder Investment Management where he held Senior Analyst and Portfolio Manager positions in the New York and Sydney teams respectively. Nicholas has a Bachelor of Business from Macquarie University.
Rajiv Jain, GQG Partners
Chairman & CIO
Rajiv is the Chairman and Chief Investment Officer of GQG Partners and also serves as the lead portfolio manager for all GQG Partners strategies. He commenced investment operations at GQG Partners in June 2016 and has over 25 years of investment experience. Previously, Rajiv served as a Co-Chief Executive Officer (from July 2014) and Chief Investment Officer and Head of Equities (from February 2002) at Vontobel Asset Management. He was the sole portfolio manager of the International Equities strategy (since 2002) and Emerging Markets Equities strategy (since 1997), and the lead portfolio manager for the Global Equities strategy (since 2002). Rajiv helped build the business from less than US$400 million under management to just under US$50 billion in 2016. He joined Vontobel Asset Management as a co-portfolio manager of Emerging Markets Equities and International Equities in November 1994. Prior to that, he was an International Equity Analyst at Swiss Bank Corporation. Rajiv earned an MBA in Finance and International Business from the University of Miami. He also has a master’s degree from the University of Ajmer and an undergraduate degree in accounting with honors.