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.
Insights that count
Discover the best opportunities to outperform the market. Our research team dig deep into the market, company and stock data to bring you insights others might overlook.
NEXTDC Limited (NXT) – Data Deals Flow
NEXTDC develops and operates data centres in Australia and the Asia-Pacific region.
AGL Energy (AGL) – Flex Appeal
AGL Energy generates and supplies electricity and gas in Australia. The company was founded in 1837 and is based in Sydney, Australia.
Navigator Global Investments (NGI) – Growth ambitions
Navigator Global Investments is a diversified alternative asset management company that partners with a variety of institutional asset managers operate across different investment styles, product types and client bases.
.jpg)