Posts Tagged ‘GQG’
The Long Goodbye: Why Australian Active Fund Managers Are Running Out of Road
Australian Active Fund Managers are struggling, make no mistake. Hitting home the point yesterday were reports that Ox Capital Management — a boutique emerging markets specialist led by veteran investor Joseph Lai; had entered formal wind-up proceedings on March 27 2026. This wind up was not the first, and likely won’t be the last. So…
Read MoreGQG Partners (ASX: GQG) Drops 5.5% Despite FUM Hitting US$172.9bn – Is This a Buying Opportunity?
GQG Partners Share Price Falls Despite FUM Growth GQG Partners (ASX: GQG) fell 5.5% on Wednesday, closing at A$1.80, adding to a slide that has now taken the stock down roughly 26% over the past year. Here is the puzzling part: the company’s funds under management actually grew. FUM reached US$172.9bn as of 28 February…
Read MoreThe investment by GQG in Adani backfired – is its reputation tarnished for good?
12 months ago, the investment by GQG in Adani was something to admire about the company. It was an example of a bold bet that had paid off given the returns it had made. But the charging of Adani boss Gautam Adani with fraud has had a knock-on effect to GQG. Why The investment…
Read MoreGQG Partners: What makes this $4.5bn Florida-based fundie special?
The 2 year journey of GQG Partnеrs has piquеd our interest. In comparison to other fund managers, GQG Partnеrs has stood out in many respects, not least of which not faring anywhere near as bad as many of its peers like Magellan. Unfortunately, this has not been reflected in its share price. Thе Backbonе…
Read More5 bad ASX IPOs that we think will bounce back…eventually
Yesterday we looked at bad ASX IPOs (and some foreign ones too) that bounced back. The lesson we hoped investors would draw is that all hope is not lost when IPOs do not work out, there is still hope for the company, even if the odds are stacked against it. The 2020 and 2021 classes…
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