I figure there is many similarities between MFG, PDL & GQG.I...

I figure there is many similarities between MFG, PDL & GQG.
I think MFG is losing the race the hardest based on FUM’s, the board and then mandates. Potentially may go under.
Followed by GQG for exposure to Russia leading into the war, high end S&P/Dow Jones & Euro, too much risked globally.
PDL highest FUM’s, half the MC of the other 2, less BS then the others, probably best positioned for a turn around but by no means a walk in the park.
Really just needed to bank a capital loss to offset my other profits. And the way I see it, sliding GQG to PDL is probably the most comparable play, and likely to be rather correlated recovery or not. The other play was selling out of IAG to take a stake in QBE, however I’ll wait another week or two before entering the insurers, I could bet my left they’ll go another 5-10% once the damage on the cost of these East coast floods is materialised. This could be one monster payout based on the reports I’ve been hearing.
so I see opportunities right now, they will go weller into the end of the year