And how's GQG going?
Maybe you are a bit slow.
It's impossible to quantify, because we
A. Don't know how much of the portfolio is hedged;
B. Don't know what's actually in the portfolio on any given day.
We can all do spreadsheets, but what's the point when the margin for error is over 100%?
Much love.
PP
Ann: Funds Under Management - November 2021, page-85
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