The Key to Minimizing Losses and Maximizing Gains
Skilled active managers do not chase timing the market; they focus on capturing maximum upside gains and minimizing downside losses. While it is important to stay invested through periods of market volatility, down-market days can make a big dent in long-term returns.
In our analysis of the S&P 500 below, capturing only 80% of downside volatility—versus the full market loss—could result in an additional $1M gain over the long term. Smaller losses on the downside means more potential for compounding on the upside.
Through our focus on identifying companies with Forward-Looking Quality and adapting to ever-changing market environments, we aim to compound your client’s capital by reducing the impact of the bad days.
GQG’s core strategies have a since inception downside capture ratio of less than 80% as compared to their respective benchmark capture of 100%.*
*For the since inception period ending February 28, 2025 the downside capture was 77.80 for US Equity (July 1, 2014), 76.25 for Global Equity (October 01, 2014), 73.80 for Emerging Markets Equity (December 01, 2014), and 67.63 for International Equity (December 01, 2014), respectively. PAST PERFORMANCE MAY NOT BE INDICATIVE OF FUTURE RESULTS.
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This document reflects the views of GQG as at a particular time. GQG’s views may change without notice. Any forward-looking statements or forecasts are based on assumptions and actual results may vary.
GQG provides this information for informational purposes only. GQG has gathered the information in good faith from sources it believes to be reliable, including its own resources and third parties. However, GQG does not represent or warrant that any information, including, without limitation, any past performance results and any third-party information provided, is accurate, reliable, or complete, and it should not be relied upon as such. GQG has not independently verified any information used or presented that is derived from third parties, which is subject to change. Information on holdings, allocations, and other characteristics is for illustrative purposes only and may not be representative of current or future investments or allocations.
The information contained in this document is unaudited. It is published for the assistance of recipients, but is not to be relied upon as authoritative and is not to be substituted for the exercise of one’s own judgment. GQG is not required to update the information contained in these materials, unless otherwise required by applicable law.
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Any account or fund advised by GQG involves significant risks and is appropriate only for those persons who can bear the economic risk of the complete loss of their investment. There is no assurance that any account or fund will achieve its investment objectives. Accounts and funds are subject to price volatility and the value of a portfolio will change as the prices of investments go up or down. Before investing in a strategy, you should consider the risks of the strategy as well as whether the strategy is appropriate based upon your investment objectives and risk tolerance.
There may be additional risks associated with international and emerging markets investing involving foreign, economic, political, monetary, and/or legal factors. International investing is not for everyone. You can lose money by investing in securities.
Unless otherwise indicated, the performance information shown is unaudited, pre-tax, net of applicable management, performance and other fees and expenses, presumes reinvestment of earnings and excludes any investor-specific charges. All past performance results must be considered with their accompanying footnotes and other disclosures.
The S&P 500 Index is a stock market index tracking the stock performance of 500 of the largest companies listed on stock exchanges in the United States.
You cannot invest directly in indices, which do not take into account trading commissions and costs.
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