Hi @regalinvestor
Magellan isn’t in the same league as GQG. GQG is a more substantial fund management business.
GQG has a superior investment process that is active rather than stagnant. Doesn’t predict market downturns they just invest based on availability of good assets to buy and challenge their current holdings based on market changes. Predicting markets has been the downfall of Platinum and Magellan now. AEF and PNI are good examples of what focusing on investment thesis does, high FUM growth that leads to higher returns in the long run.
GQG has a wider circle of competence from an investment capability, Magellan sticks to its underperforming portfolio and says it is a deliberate investment strategy. This is why GQG has a broad set of investments, including in Asia, Brazil, Russia, etc.
If you read the recent Barron’s article, you can see the difference in what Rajiv says versus other fund managers:
https://www.barrons.com/articles/energy-stocks-emerging-markets-appeal-to-this-money-manager-51634834236
Hope to see a bit more detail to what you are saying. Have asked to see from others but no one has been able to provide any yet.
Best of Luck
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Hi @regalinvestorMagellan isn’t in the same league as GQG. GQG...
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