GQG 1.80% $2.83 gqg partners inc.

Hi AllAs per GQG's Emerging Market portfolio top ten, see the...

  1. 2,831 Posts.
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    Hi All

    As per GQG's Emerging Market portfolio top ten, see the following only down -1.18%:
    https://hotcopper.com.au/data/attachments/4019/4019487-ffd0a4c698fec57755f50bd7c0e74846.jpg
    Believe market may be concerned about Russia, but as you can see GQG have it covered. There is assumption that they are still holding SBER too, GQG are very nimble managers of holdings.

    GQG does have some Gazprom and PJSC Lukoil portfolio positions (6% of International Quality Dividend Fund). Keep in mind this fund has less than $USD250M in it - not much in the scheme of things.

    Best of Luck
    Lost
 
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