Hi Turt.
GQG might be 60% approx of PACs market cap but they only contributed 30% of the boutiques revenues last year. Does this mean the other boutiques are also not getting truely appreciated.
As Lost has pointed out VPC is firing,ROC continues to grow rapidly and our commodity funds Aether and Proterra must be enjoying the current climate.
As for Carlisle the monthly reports seem to point to them being back on track after the restructure,all looking good for performance fees next year.
Add on FUM inflows forecast over next 18 months all points towards several years of solid growth. Can only lead to a market rerate ,some market analysis and broker forecasts and awareness.
Patience will be rewarded
Cheers Greg.
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