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The locally-listed international fundie has “massively ramped up its tech exposure” since it dropped almost all of it in 2021 in favour of big wagers on energy stocks. It’s just not all the tech that it liked before.

Value investors have staged their long-prophesied comeback during the highly volatile start to the year. But questions remain about whether this performance will be prolonged.

The Rajiv Jain-led global equity manager, GQG Partners, was this year named ‘Undiscovered Manager of the Year’ by independent research house Morningstar.