13/02/2026 17:42

GQG Partners (GQG) $1.735

GQG +7.76%: Delivered solid FY25 earnings growth that came inline with consensus expectations. Portfolio underperformance has characterised the year, however CIO Rajiv Jain believes their bearish stance toward technology and AI remains the right call.

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09/02/2026 09:26

Shawn’s Trade Idea: Buy GQG Partners limit $1.65 with stops at $1.59

We hold GQG in our Active Growth and Income Portfolios believing amongst other things that outflows will slow or even reverse as questions are asked towards tech valuations.

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05/02/2026 10:30

Portfolio Amendments – Active Growth Portfolio

We are making 3 changes to the Growth Portfolio

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05/02/2026 10:00

GQG Partners Inc (GQG) $1.61

We hold GQG in our in its Active Growth and Active Income Portfolios because they’ve got a good long term track record, but have struggled recently, compressing its valuation. GQG has materially underperformed the market in recent times leading to fund outflows and a significant re-rate lower in their share price.

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03/12/2025 09:45

GQG Partners (GQG) $1.79

GQG has had a year to forget, down more than 50% from its 2024 high. While we haven’t held the full extent of the unwind, we did buy it on the 8th August at $1.75, and the position quickly went south, trading as low as $1.42 by mid-November. It’s recovered since, and today we’ll outline why GQG is a stock that’s still going cheap, and why we think it’s a buy at current levels, for income, with some growth potential over the medium term.

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20/11/2025 09:52

GQG Partners Inc (GQG) $1.62

GQG was the market's best-performing stock on the main board yesterday, advancing by over +9% for a couple of reasons:

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13/11/2025 17:03

GQG Partners (GQG) $1.45

GQG flat: Released an October funds under management (FUM) update yesterday which came in at US$163.7bn, basically bang in line with expectations, but still down 2.1% for the month. The decline was split between client outflows (-1.6%) and softer investment returns (-0.5%).

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08/08/2025 10:21

Trade Alert – Active Growth & Income Portfolio’s

MM is adding a new position to the Income & Growth Portfolios

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30/07/2025 09:25

GQG Partners Inc (GQG) $2.07

At the end of June, GQG Partners – a global funds management powerhouse – was managing US $172 billion, an increase of US $8 billion over six months. That equates to US $43.7 million per day, including weekends – an extraordinary growth rate that highlights the strength of their distribution capability.

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04/12/2024 09:36

GQG Partners (GQG) $2.09

Without doubt, GQG has been a fantastic fund manager seeing average monthly inflows of around $2bn, with the funds they manage increasing over 50% in the past 12 months to ~$160bn. That’s been driven by a big distribution network tapping into strong performance and a lower fee structure than most other active managers i.e. what’s not to like.

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