Hi
@ChellaI put the spreadsheet cell calculations to show what I have done. Where is it incorrect?
In the above post, Magellan grew 5.35%, less than GQG’s 5.36%. You had incorrectly rounded the numbers causing a miscalculation.
In terms of emerging market, as I mentioned in the post, they are rough numbers based on growth of GQG’s holdings in semiconductors. Growth in this sector has been substantial since the IPO - as an example, NVIDIA has increased over 50% since the IPO. This will have lead to a lower weighting in Emerging Markets. I even said you were right at the time of the IPO.
I can only assume from your post that you can’t admit when you are wrong. Everyone can read the details in the posts and make their own mind up.
Best of Luck
Lost
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