Hi @pastperformer
The two investment themes in the US that were forecast to grow pre-war this year were EM and the International Dividends. It is definitely an advantage to invest in GQG due to adaptability and we should definitely see more FUM flows in via Goldman Sachs (GQGIX:NAS).
Abby Cohen and other investors were pushing EM and International Dividends earlier this year in Barron's roundtables:
https://www.barrons.com/articles/roundtable-2022-stock-market-investing-picks-51642816831
https://www.barrons.com/articles/roundtable-2022-stock-market-investing-opportunities-51642216617
In terms of tracking the top ten (has changed given reduction of Russian holdings), with prices from overnight markets as follows:
In terms of the other portfolios:
Comparative to Magellan's portfolio loss of -3.78% so far for March:
It is clear GQG haven't lost any of their ability to perform better than other fund managers, Mr Market is just having a delusional conniption that will correct over time based on fundamentals. Evidence is there, but may take until post-war to correct.
Best of Luck
Lost
Ann: 2021 Full Year Results - Investor Presentation, page-140
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$2.71 |
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Mkt cap ! $8.047B | |||
| Open | High | Low | Value | Volume |
| $2.78 | $2.78 | $2.69 | $2.270M | 835.5K |
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| No. | Vol. | Price($) |
|---|---|---|
| 23 | 67738 | $2.70 |
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| Price($) | Vol. | No. |
|---|---|---|
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