Brian Kersmanc

Brian Kersmanc is a portfolio manager at GQG Partners, the global equity firm founded by Rajiv Jain, where he is responsible for research, security selection, and portfolio construction across GQG’s public-equity strategies. He joined GQG in 2021 from Warburg Pincus, having previously spent six years as an analyst at Jennison Associates.

He has been a prominent voice arguing that AI- and technology-related equity valuations are overinflated, and has described steps GQG took to cut risk on that theme across its portfolios.

In the wiki

• Why Britain Stopped Growing — on Prof G Markets, Kersmanc argues the expected 2026 oil supply glut has vanished and a permanent risk premium now sits under crude after the Strait of Hormuz disruption, with prices held in the high $70s only by inventory draw-downs that cannot last.