IPO - GQG Partners Inc. - 26 October 2021 #, page-356

Hi All

Just wanted to highlight NVIDIA’s earnings overnight announced after market and how it demonstrates GQG’s superior investment selection process:
https://www.cnbc.com/2021/11/17/nvidia-nvda-earnings-q3-2022.html?__source=iosappshare%7Ccom.google.chrome.ios.ShareExtension

News overnight from NVIDIA is that they beat market forecasts again and they are up almost 20% for the month of November ($255.67 to $306 after close this morning).

This is one of a group of semiconductor stocks that GQG has invested into to grow investors FUM.

This semiconductor industry has a higher weighting in GQG portfolios due to a deliberate investment strategy to invest in high growing sectors and where there is shortage of supply (able to protect against inflation).

While this will not have an immediate impact on the GQG share price, it is these sorts of fund allocation decisions that makes GQG grow FUM faster and differentiated from other ASX listed Fund Managers.

They have to be smarter to compete in the US market and are clearly demonstrating this. Now all we need to wait for is the monthly FUM announcement to see the differences.

Best of Luck
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