Hi @Golfandfish FUM always important, key driver of revenue and pulse check on progress.
If you check on the recent GQG thread on 31 May 2025 I estimated the FUM based on the Morningstar bars and 1-Month performance. My estimate is US$168M (+$4.4M)
See also @lost post comparing FUM with price - click the post# below (sorry I dont know how to paste the yellow bar).
So even if FUM disappoints in the short term, as you say the big call on portfolio will play out over the next period. I'm happy with GQG's call, think its rational and will probably be proved correct when we look back.
Think GQG is worth more than its trading at, so happy to add at these levels. Did that today.
GQG Price at posting:
$2.10 Sentiment: Buy Disclosure: Held
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