Some weekend Reading on GQG and Rajiv Jain

Hi All
Here are some interesting articles and interviews, continuing on theme of further insights on Adani investment, the flaws in the Hindenburg Research Short Report and other holdings:
https://www.business-standard.com/markets/news/gqg-partners-sees-2-billion-adani-bet-delivering-returns-over-100-123040500385_1.html
https://www.bloomberg.com/news/articles/2023-04-04/gqg-s-rajiv-jain-sees-2-billion-adani-wager-as-a-multibagger#xj4y7vzkg
https://www.businesstoday.in/markets/stocks/story/adani-stocks-could-be-multibaggers-over-five-years-says-gqgs-rajiv-jain-weeks-after-investing-rs-15446-cr-376192-2023-04-05
https://www.bloomberg.com/news/videos/2023-04-04/why-gqg-s-rajiv-jain-is-betting-on-adani-s-empire-video

It will be an interesting FUM report coming up. The Adani investment increase since GQG's first investment, coupled with the banking sector being hit hard - how have GQG managed this?

Morningstar tracking shows FUM inflows were very good for March for Emerging Markets, approximately USD$320M:

Note: January 2023 is clearly a record of inflows into GQG Emerging Market portfolio of approximately USD$650M.

International Equity looks like approximately USD$150M for March:

Global Equities not as good, however still receiving inflows:

US Equity FUM inflows remain flat:


Note: Above inflows are what are known publicly, GQG also has privately managed funds that will experience inflows/outflows. The FUM report will provide this insight.

Best of Luck and Happy Easter
Lost