GQG 1.45% $2.71 gqg partners inc.

Ann: Funds Under Management update - as at 31 March 2022, page-5

ANNOUNCEMENT SPONSORED BY PLUS500
ANNOUNCEMENT SPONSORED BY PLUS500
CFD TRADING PLATFORM
CFD Service. Your Capital is at risk
CFD TRADING PLATFORM CFD Service. Your Capital is at risk
ANNOUNCEMENT SPONSORED BY PLUS500
CFD TRADING PLATFORM CFD Service. Your Capital is at risk
  1. 309 Posts.
    lightbulb Created with Sketch. 242

    Good to see EM holding up so well since it's their cash-cow with a materially higher fee than other strategies. Continues to put up great flow numbers. By month;
    Jan $US + 0.9b inflow
    Feb + 1.6b inflow
    Mar + 0.9b inflow
    --
    +$US 3.4b for quarter
    The next dividend announcement for quarter-end March shouldn't be far away.
    I'm a bit surprised the US strategy isn't attracting materially more capital given their performance, a lot of growth managers got caught by this oil spike and tech selloff,
    https://hotcopper.com.au/data/attachments/4243/4243411-418d45f5ab7ad7685897b7e964e11df9.jpg
    compare this to GQG's US equity strategy

    https://hotcopper.com.au/data/attachments/4243/4243422-bf93ece974122f84651939b265d11df4.jpg

    This is from a manager that doesn't proclaim their downside protection...
    https://hotcopper.com.au/data/attachments/4243/4243437-505fd1c77a80acb98093b9d6283d099a.jpg
    https://hotcopper.com.au/data/attachments/4243/4243442-8c26f5fbc89804d1d89053b79629a941.jpg

    The GQG US equity strategy is well placed to become another 25-30b strategy. Might happen quicker than some think.
    Cheers,
    Plague.
 
watchlist Created with Sketch. Add GQG (ASX) to my watchlist
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.