Untold Secrets of GQG Partners Investment Strategy

 

19^th August 2023

Untold Secrets of GQG Partners Investment Strategy

Dear Fellow Investors,

Namaste! In the month of March GQG partners became the talk of the town when they invested in ADANI. Adani group was passing from the worst price meltdown in their history and Mr. Rajiv Jain, head of the GQG Partners took the bet in ADANI Group. He invested USD 3.7 Bln in the company and as on yesterday the price of that investment was USD 5.1 Bln. In rupee terms the investment was of Rs.30775 Crs and market value of the same is Rs.42017 Crs. 36% gain in just 5 months!!

What is MEDIA talks?

1.   Who is behind the GQG partners?

2.   Why they invested in ADANI?

3.   Is GQG Partners a front face and behind them the ADANI group bought its own shares?

Tons of such questions are being asked in MEDIA and SOCIAL Media. They were talking about the things which can keep their audiences glued to the screen and they make tons of money from ADVERTISEMENTS.

I feel really sorry for the NORMAL investors who spent their time on such news. As an investor – all I am interested is in making tons of money. I studied their strategy and today I will share their money making secrets from them. If you apply them – I assure, you will also make tons of money for yourself and your generations. Let us start.

1.   Risk Hey to ISQE Hey: - This was the often repeated dialogue in the HARSHAD MEHTA series. If you see the life of HARSHAD MEHTA, RAKESH, BUFFETT and tons of top investors for yourself – they took massive calculated bets on their investments. When the bets became successful – they ended up making tons of money themselves. When the bets didn’t move – they end up making small expected losses and close the deal.

GQG partners did the same. They bought when everything was negative about the ADANI GROUP and they invested a big chunk of money. They bought when NOBODY was interested in buying ADANI.

The Chanakya of West - Nicolo Machiavelli, an Italian Diplomat in the early 16^th Century, in his famous book “The Prince”, has given the guiding principle for the top guys.

“Preach and talk about Morality/ Honesty/ Integrity/ Hard work and Principle-Centered life to the normal people in your state. Make them follow all of the above. You also appear doing the same, but in reality……do the opposite!!”

FUND HOUSES and FUND Managers / Brokers and so called big financial advisors and their MEDIA TEAM brain washed normal investors about the DIVERSIFICATION / Mutual Funds / SIP and other substandard investment ideas so that the big guys can make tons of money at the cost of normal investors. These are the GUYS who moves in MERCEDES thanks to your listening to them and you are still dreaming to buy your first car.

The real investors do the investments like GQG partners.

 

TIMING THE INVESTMENTS: -

My favorite BRUCE LEE MOVIE Dialogue in the movie – ENTER the DRAGON is - A good fight should be like a small play, but played seriously. A good martial artist does not become tense, but ready. Not thinking, yet not dreaming. Ready for whatever may come. When the opponent expands, I contract. When he contracts, I expand. And when there is an opportunity, I do not hit. It hits all by itself. (Read as many times as you like)

The real investors patiently waits for the opportunities. Buffett kept USD 140 billion for 4 years in US government securities at peanut rates before he started investing last year. When I see small and medium investors they talk about INTEREST LOSS when their money is kept idle without earning anything. So, they want to invest in something or the other. They have no patience to wait for right investment opportunity.

To exploit their belief system – top guys have found out the most SENSELESS INVESTMENT PLAN – SIP. You keep on investing without worrying about the right OPPORTUNITIES.

Those who follow their advice end up dying in middle class only.

GQG partners took the advantage of the opportunities and they arranged the money and invested. All big investors does the same.

Building up on the investments: -

Just see the investment behaviors of GQG partners. They are still investing in ADANI groups at higher prices also. They have gone right in picking up the ADANI at the bottom levels. So, they are adding more stocks of the same group. Most investors will think about selling their investments when they are up by 36% and that too making Rs.10000 Crs!!  These guys are still buying.

Rakesh was adding TITAN from Rs.40 before split to Rs.950 post-split. Titan split 1:10 and 1:1 bonus was given. So, one original share became 20. Now, assume the guts of Rakesh – he bought the shares at Rs.40 and he bought the same shares at Rs.19000(950X20). Today Titan is Rs.3000. If we multiply the same by 20 the value comes Rs.60000 per shares without split. He created his major wealth from SINGLE stock only.

Index was 100 in 1980 and now 60000. Rakesh made money from Rs.40 to Rs.60000 in the last 20 years. This is the power of stock market. He followed the same three steps given above.  

My Learning from GQG PARTNERS: -

1.   Take Massive Calculated RISK depending on your fund size.

2.   Invest big when situations are negative. Wait for the right time.

3.   Go on building on your right bet.

What NEXT?

I don’t know what your investment goals are / what your time period is / what your skill sets is and what is your appetite for risk. But one thing is sure – if you have a goal to make big money – you must follow the above three STEPS. If you miss them – you will remain average person for life time.

Remember – your decisions today will decide your destiny tomorrow.

If you need ACCURATE guidance – you can approach us.

Follow me on Twitter @hiteshmparikh /  WhatsApp - +91-9869425399.

Learn a Lesson. Live with Passion & Invest with Reason.

 

Hitesh Parikh.