Reminder of why GQG is such a good investment: 1. Research mosaic and encouraging different opinions on investments - prevents back slapping culture on good performance and avoids everyone going over the cliff. 2. Kick ass performance. 3. Investment in Adani was made against short seller report that didn’t appreciate the value of the business and how critical it is to India’s infrastructure. 4. Portfolio Managers are invested in the performance as they are all invested in GQG funds. 5. The GQG value funds are now available in Europe. 6. Rotation out of sectors where capital investment is increasing (Tech sector) and investing in energy sector where cost to produce barrel has dropped from $100 to recently $30. Capital investment impacts business returns and a simple rotation out of businesses where capital investment is increasing will improve returns over the short to medium term.
GQG Price at posting:
$2.16 Sentiment: Buy Disclosure: Held
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