Hi All
Came across a recent interview with Laird Abernethy and thought I's share:
https://www.financialstandard.com.au/news/from-strength-to-strength-gqg-partners-179798100
Discusses portfolio holdings and overweight positions in Healthcare and Energy (Coal and Oil).
Favorite paragraph at the end (which they have proven this economic cycle and back at the beginning of Covid when they overweight portfolio to Technology and Healthcare):
"It's an all-weather portfolio that aims to outperform or not underperform too much, depending on what eventuates in 2023," he concluded.
The second article is a comparison to US peers and GQG shows up in two tables, as follows:
Link here - https://www.financialadvisoriq.com/c/3891934/503084/active_funds_mostly_bought_captive_audiences_data
Tables from article
Main point from these tables is that the larger Active Fund Managers in the US are losing FUM, Active Fund Manger growth is coming from the smaller and middle range funds (GQG is still a small shop compared to competitors in US).
Best of Luck
Lost
GQG in the news - Laird Abernethy interview and US portfolio top performer
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