GQG Partners (GQG) – Ebb & Flow
January 29, 2025
GQG Partners operates as a boutique asset management company worldwide. It was founded in 2016 and is headquartered in Fort Lauderdale, Florida. GQG Partners is majority owned by QVFT, which controlled by Rajiv Jain, the GQG Partners founder, chairman and chief investment officer.
GQG’s latest update showed softer investment performance in December 2024, although performance over all other time periods remains very strong. Net flows were in line with Ord Minnett’s expectations and similar to the prior month. The business remains in good shape and recent volatility in the share price, driven by the Adani-related corruption charges in the US, far exceeds the recent moderation in business performance, in our view. GQG’s valuation remains compelling, leading us to reiterate our Buy recommendation.
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