GQG 1.80% $2.83 gqg partners inc.

I think we need to see portfolio holdings when released in a...

  1. 2,833 Posts.
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    I think we need to see portfolio holdings when released in a couple of weeks.
    It looks like GQG have rotated out of loss making positions in Emerging Markets (highest fee earner) and US Equity portfolios, they look better by a couple of % points.
    Global Equity looks a bit worse than expected.

    AUD/USD makes every global fund manager look better at the moment.

    Need to look at quarterly numbers. Pretty good compared to indexes - in AUD terms down a bit over 4% for the quarter (off the top of my head). Indexes down as follows for end of June:
    https://hotcopper.com.au/data/attachments/4491/4491567-fb4f6ca2a52dd05e0551a1d29a16d82f.jpg

    Best of Luck
    Lost
 
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