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Why GQG brought tech ‘back from the bench’

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.

Lachlan Maddock | 20th Sep 2023 | More
GQG hunts growth as instos sell the top dogs

It turns out that being a top performer can be tough as institutional clients pull money from favourites amidst broader equity de-risking.

Lachlan Maddock | 12th Aug 2022 | More
Value’s waking nightmare ends

Market conditions have shifted dramatically in recent months. But while growth strategies have suffered significant pain, value investors are finally proving their bona fides.

Lachlan Maddock | 22nd Jun 2022 | More
  • ‘Hold your view lightly’: GQG on Russia, ESG

    Everybody wants certainty, but it’s the one thing in short supply in markets today.

    Lachlan Maddock | 2nd Jun 2022 | More
    Value back on top in a market in shock

    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.

    Drew Meredith | 13th May 2022 | More
    GQG’s ‘Devil’s Advocate’ playbook goes wholesale

    Little known in the broader Australian market, GQG Partners has become a manager of choice for some of the country’s largest investors. The firm is preparing for a push into the wholesale market. When talking to GQG, the name of CIO and founder Rajiv Jain is always a part of the conversation. He and co-founder…

    Lachlan Maddock | 18th Jun 2021 | More
  • ‘Undiscovered’ $60 billion manager

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

    Drew Meredith | 7th Sep 2020 | More
    ASX market update; fifth straight month for the ASX

    Weak open ahead, Fifth straight month for the ASX, IOOF loads up

    Drew Meredith | 31st Aug 2020 | More