The link above is for one of GQG's many funds (approximately 10). The FUM for that particular fund is $A854M (approximately 0.7% of GQG total FUM). This one fund has 11% invested in Brazilian and Russian assets. It also has 26.8% invested in financials and energy assets. You would need to review the others to get a more holistic picture.
To your point on comparison to MFG, you are right, GQG and MFG are chalk and cheese. GQG investment analysts have a broader market lens, they look for opportunities and have the experience to invest broadly across global markets.
This has reflected in performance for the last year too. GQG 16% in the last year for this strategy and 20%+ for its main portfolios. MFG only had a 10% return.
Yes, I own PAC shares and hopefully will pick up some GQG shares at a cheap enough value pre-IPO to hitch a ride on its upcoming growth at a reasonable price. It has contributed significantly to PAC FUM growth over the last four years.
I believe the above posts reflect the investment approach, why GQG has done so well in the past and the probability it will achieve high growth in the future.
Best of Luck Lost
MFG Price at posting:
$32.52 Sentiment: None Disclosure: Not Held
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