Hi All@DekiHoddle based on your comparison to Australian Fund...

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    Hi All

    @DekiHoddle based on your comparison to Australian Fund Mangers, I think GQG is more comparable to Global Fund Managers - Australian Fund Managers do not perform at the same level and are very different organisations. Thanks for all the information you have posted here on the relative performance (which is very good compared to peers).

    Here are what I think are the top 4 comparable Global Fund Managers (Equity Investors) and the growth in their FUM up to the end of 2024.

    https://hotcopper.com.au/data/attachments/6959/6959613-6f18b74ad86f2ea4ca90b6e171f282f6.jpg

    As you can see, GQG is undervalued based on the Dividend Yld. Have added in the green column what GQG's comparative price should be if valued the same based on same dividend.

    GQG also has double FUM growth year on year 2023 to 2024 (Global Fund Managers details are from each of their websites).

    From a Global Fund Manager perspective, GQG is undervalued based on a comparative Dividend Yield basis and based on the FUM growth which will lead to a higher future dividend compared to Global peers.

    Keen to hear everyone's thoughts.

    Best of Luck
    Lost

 
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