Hi @lost,Great post, something I think the market may...

Hi @lost,

Great post, something I think the market may underappreciate is the fees on GQG products are materially lower than competitors, therefore if allocators switch products, the underlying expense ratio may increase therefore funds might be stickier than higher fee competitors such as Magellan and Platinum. GQG seem comfortable sticking their heads out in controversy if it means long term the investors are better off, Adani a prime example. Competitors probably more concerned about their job security and don't want to vary from the index which gives active management a bad name. GQG had $3 Billion USD of inflows in January and February, No large mandates have been lost since the Adani investment, if that was the case GQG would communicate it to the market similar to when MFG lost St. James. I am expecting another 0.5b or so for March, the FUM announcement will be very telling, enjoy the Easter break all,

Cheers,
Plague.