GQG 0.73% $2.72 gqg partners inc.

Interesting commentary in the update, noting positions held in...

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    Interesting commentary in the update, noting positions held in the portfolios were significantly different to three months prior. In particular they noted two portfolios were now overweight IT. They nailed the timing of the move from IT to energy 12-18 months ago. I hope they're equally right this time, both for GQG and many of my direct investments.
 
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