Contrarian Approach to Growth Pays Off

VIDEO: Morningstar 2012 International Stock Fund Manager of the Year Rajiv Jain expects continued earnings growth for the less popular growth stories of tobacco and Indian consumer stocks

Gregg Wolper 9 January, 2013 | 5:00PM
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Morningstar in the US just awarded its 2012 International Stock Fund Manager of the Year award to Rajiv Jain. In this video interview, he discusses his contrarian approach to growth investing and says he expects continued earnings growth in tobacco and Indian consumer stocks.

Rajiv Jain manages four Vontobel funds that are available to UK investors, including the Silver-rated Vontobel Emerging Markets Equity Fund and the Bronze-rated Vontobel Global Value Equity Fund.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
British American Tobacco PLC2,600.00 GBX0.04Rating
Hindustan Unilever Ltd2,454.10 INR0.34
HSBC Holdings PLC434.80 GBX0.01Rating
ITC Ltd236.60 INR-3.39
Philip Morris International Inc96.88 USD0.37Rating
Procter & Gamble Co140.83 USD1.08Rating
Tsingtao Brewery Co Ltd80.05 CNY2.12Rating
UBS Group AG16.07 CHF0.85Rating

About Author

Gregg Wolper  is an editorial director and senior fund analyst at Morningstar.