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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.
It turns out that being a top performer can be tough as institutional clients pull money from favourites amidst broader equity de-risking.
Market conditions have shifted dramatically in recent months. But while growth strategies have suffered significant pain, value investors are finally proving their bona fides.
Everybody wants certainty, but it’s the one thing in short supply in markets today.
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.
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…
The Rajiv Jain-led global equity manager, GQG Partners, was this year named ‘Undiscovered Manager of the Year’ by independent research house Morningstar.
Weak open ahead, Fifth straight month for the ASX, IOOF loads up