MFG magellan financial group limited

0.38%

$10.43

Hi Sharkies100% agree about performance sample size, it is...

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lost

3,150 Posts.

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21/10/21

09:02

Post #: 56956853
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Originally posted by Sharkies63: ↑

Hi lost,

A couple thoughts, The portfolio return over a sample size of < less than a month is basically meaningless, extrapolating it out 12 months even more so. Of course looking the longer term returns and risk is useful. It will be interesting to watch your model and see how efficient the market and share prices are in moving in correlation to the monthly portfolios. (thanks for posting it)

Glancing at the portfolios and fees, I know which I would choose. GQG portfolio looks quite unique and interesting, suggesting some more out of the box thinking and an active approach. MFG are charging higher fees to pick a bunch of large cap, cookie cutter US names. It's hard to see MFG creating much if any Alpha after fees, going foward in the long term IMO.

As far as investing in the management companies themselves, Same again... I would pick GQG, it already has momentum and more likely to have better returns + gather more FUM. MFG has been held on a pedestal for a long time by Aus investors.

For me personally, I wouldn't invest in either. I would just buy PAC as a derivative to get access to GQG at a large discount. (which I see you have already done on a the PAC threads, nice work.)

Sharkies

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Hi Sharkies

100% agree about performance sample size, it is better to see performance over the year, which we did see last year and is on trend to happen again.

For the September quarter, MFG underperformed by a whopping 4%. They have at least closed the gap in underperformance for October so far.

Thanks for your response.

Best of Luck
Lost

MFG Price at posting: $35.56 Sentiment: None Disclosure: Not Held
1 Upvote

0 Great analysis

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Last $10.43		Change -0.040(0.38%)		Mkt cap ! $1.793B

Open	High	Low	Value	Volume
$10.39	$10.47	$10.30	$6.392M	615.3K

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No.	Vol.	Price($)
1	96	$10.40

Sellers (Offers)

Price($)	Vol.	No.
$10.43	22131	1

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No.	Vol.	Price($)
1	96	10.400
2	2343	10.290
2	2000	10.260
2	175	10.200
1	2371	10.120

Price($)	Vol.	No.
10.430	22131	1
10.500	7052	4
10.530	2200	2
10.550	1322	4
10.560	189	2

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Hi Sharkies100% agree about performance sample size, it is...

Renascor produces graphite concentrate at Siviour, right on time to meet ex-China demand

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What is going on here? Watch out for DroneShield, Pure Hydrogen, and Nel ASA

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Buyers (Bids)

Sellers (Offers)

Featured News

Hi Sharkies100% agree about performance sample size, it is...

Top Stories

Renascor produces graphite concentrate at Siviour, right on time to meet ex-China demand

Astute delivers high-grade lithium hits at Red Mountain

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What is going on here? Watch out for DroneShield, Pure Hydrogen, and Nel ASA

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Featured News

Buyers (Bids)

Sellers (Offers)

Featured News