CIO Rajiv Jain joins the Capital Allocators podcast to unpack the principles behind his investment approach, from defining quality and building strong teams to managing downside risk. He also shares his contrarian views on the current market, including significant positions in energy, utilities, steel, tobacco, and emerging markets, why he is steering clear of hyperscalers and semiconductors, and why being willing to change his mind is so important.  

Views and opinions are expressed as of 09 June 2026. 

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