I don't think it's just because they want to run a portfolio against a certain agenda, I think it's just the realisation that many managers have a mandate that excludes sectors as you mentioned oil, tobacco, weapons ect. and that it represents value as exposure is becoming increasingly scrutinised and therefore under-invested in.
GQG have their own ESG framework from a forward looking and culture of the firm perspective rather than relying on ratings from a third party. Hopefully this link works, it's a great point you bring up.
https://gqgpartners.com/sites/default/files/ESG_ESGtheGQGway.pdf
I don't think it's just because they want to run a portfolio...
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Last
$2.90 |
Change
0.050(1.75%) |
Mkt cap ! $8.564B | |||
| Open | High | Low | Value | Volume |
| $2.89 | $2.95 | $2.83 | $5.675M | 1.961M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 4761 | $2.88 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $2.91 | 4761 | 2 |
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| Last trade - 16.10pm 09/07/2024 (20 minute delay) ? |
| GQG (ASX) Chart |