@gregfloorworld since the extreme volatility just after the end of the quarter, I now log GQG Fund performance via Morningstar daily reporting (available within 12hrs of US close). This is to stay on top of GQG's relative performance, GQG's core value proposition. We all know that relative performance will be determined over longer periods than one day or one week, but we can take note of information that is available.
For relative performance, I am focusing on the one month returns, which is upstream of all relative performance measurement periods.
While I am here, GQG underperformed its peers by an average of 5bps on Monday 14 April 2025. GQG Funds average one-month outperformance +1.97%. A week ago and two weeks ago (at the end of the quarter) GQG Funds were +2.02% to their respective categories over one-month..
I plan to post an update on HC on weekends after Friday US close. If something interesting shows up in the daily data, I will do my best to update. The flows data may be more meaningful on a monthly basis. My source for this is the Morningstar fund updates which have a small bar chart showing the flows. @lost is there a better public source to track flows?
Thanks for sharing the portfolio changes @lost. Will be interesting to see how the revised portfolio performs. Hopefully GQG continues to deliver top tier performance for its clients and shareholders. This will compound growth.
If anyone has any suggestions on what performance to track and how to present happy to adapt.
GQG Price at posting:
$2.02 Sentiment: Buy Disclosure: Held
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