Hi GregAgree from a value based perspective, my investment in...

Hi Greg

Agree from a value based perspective, my investment in GQG is based on a desire for capital growth and expect capital gains to outweigh franking credit benefits over the longer term.

Growth not stellar, but in current market GQG going well. When markets get out of current bear trajectory expect to see large FUM increases (maybe another year or so away). This should expand GQG’s multiples accordingly.

Hi @pastperformer

I also like the geographic spread, shows there is more upside across Asia Pacific. Does GQG become $US30B in Australia given its good performance? It is smaller here in size given Platinum and Magellan FUM levels. Australia could easily add $US20B+ to FUM over five years. Australia had $US2B in FUM at time of float, so may achieve sooner than 5 years (assuming Asia Pacific FUM of $US7B is all from Australia).

I am not certain about Institutional levels, are they more UK, Canadian and US based than Australian? Is the same thing happening in US and UK as in Australia? I believe Canada is trending ahead of Australia on Institutional management and has more in-house management of FUM in equity markets, but less in alternatives. I think Australian Super has about $US2B with GQG based on publicly available information.

Best of Luck
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