I like this deal, puts capital to work at an attractive initial ROIC with high probability of FUM growth based on the historicals @lost posted above. Still a further 20m in the funding facility if needed as well.
Looks like GQG is doing quite well with 5b of inflows for Q1, commentary at 15th their half-yearly mentioned they'd has +2.2b so flows were +2.8b from 15/2 to 31/3.
GQG Global (Yellow) nudging back above the sector average (Black).
Other funds slightly trailing on 1 year but catching up in the past week or so.
https://investmentcentre.moneymanagement.com.au/factsheets/MI/yceu/gqg-global-quality-dividend-income-a-dis-aud
https://investmentcentre.moneymanagement.com.au/factsheets/MI/le2b/gqg-partners-emerging-markets-equity-z
Ann: Agreement to Invest in Cordillera Investment Partners, LP, page-3
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