Global Quality Growth
GQG Partners is a boutique investment management firm providing global and emerging market equity portfolios. We work with institutional investors and top wealth management firms.
- We manage over 140 billion* for clients across the globe
- Our investment capabilities can be accessed through four primary equity strategies
- Every strategy is available through various investment vehicles
Take a closer look to understand how our global lens helps give us an insight advantage as our four core strategies have outperformed their benchmarks over the 1, 3, 5, and inception periods.*
PAST PERFORMANCE MAY NOT BE INDICATIVE OF FUTURE RESULTS
*As of April 30, 2024.
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| TOTAL RETURNS AS OF 30 APR 2024 | 1 MO | 3 MO | YTD | 1YR | 3YR | 5YR | SINCE INCEPTION (01-OCT -14) |
| Global Equity Strategy (net of fees) % | -4.22 | 8.58 | 13.77 | 34.45 | 12.59 | 14.40 | 13.23 |
| MSCI ACWI Index % | -3.30 | 4.02 | 4.63 | 17.46 | 4.27 | 9.44 | 8.38 |
| TOTAL RETURNS AS OF 30 APR 2024 | 1 MO | 3 MO | YTD | 1YR | 3YR | 5YR | SINCE INCEPTION (01-DEC -14) |
| International Equity Strategy (net of fees) % | -1.51 | 8.41 | 11.87 | 26.50 | 8.33 | 12.39 | 10.66 |
| MSCI ACWI ex USA Index % | -1.80 | 3.84 | 2.81 | 9.33 | 0.35 | 5.03 | 4.41 |
| TOTAL RETURNS AS OF 30 APR 2024 | 1 MO | 3 MO | YTD | 1YR | 3YR | 5YR | SINCE INCEPTION (01-DEC -14) |
| Emerging Markets Equity Strategy (net of fees) % | 0.04 | 7.25 | 10.64 | 35.16 | 3.97 | 10.03 | 7.30 |
| MSCI Emerging Markets Index % | 0.45 | 7.83 | 2.83 | 9.88 | -5.69 | 1.89 | 2.86 |
| TOTAL RETURNS AS OF 30 APR 2024 | 1 MO | 3 MO | YTD | 1YR | 3YR | 5YR | SINCE INCEPTION (01-JUL -14) |
| US Equity Strategy (net of fees) % | -5.91 | 10.63 | 15.68 | 35.75 | 13.83 | 17.49 | 15.72 |
| S&P 500 Index % | -4.08 | 4.29 | 6.04 | 22.66 | 8.06 | 13.19 | 12.13 |
GQG Partners LLC claims compliance with the Global Investment Performance Standards (GIPS®) and has prepared and presented this performance information in compliance with the GIPS standards. GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. GIPS composite reports may be obtained by emailing clientservices@gqg.com.
Performance data is based on the firm’s composites for each strategy. The composites were created in June 2016. Performance presented prior to June 1, 2016 was achieved prior to the creation of the firm. The prior track record has been reviewed by Ashland Partners & Company, LLP and conforms to the portability requirements of the GIPS standards. On June 28, 2017, ACA Performance Services, LLC acquired the investment performance service business of Ashland Partners & Company, LLP. For periods after June 1, 2016, the composites consist of accounts managed by GQG pursuant to the strategy.
The US dollar is the currency used to express performance. Returns are presented net of management fees and include the reinvestment of all income. Net performance is calculated after the deduction of actual trading expenses and other administrative fees (custody, legal, administration, audit and organization fees). Net returns are calculated using the highest/model rack rate fee. Net performance is net of foreign withholding taxes. PAST PERFORMANCE MAY NOT BE INDICATIVE OF FUTURE RESULTS. Please see the Appendix for additional disclosures regarding the composites. Returns for periods greater than one year are annualized.
INFORMATION ABOUT BENCHMARKS
MSCI benchmark returns have been obtained from MSCI, a non-affiliated third-party source. Neither MSCI nor any other party involved in or related to compiling, computing or creating the MSCI data makes any express or implied warranties or representations with respect to such data (or the results to be obtained by the use thereof), and all such parties hereby expressly disclaim all warranties of originality, accuracy, completeness, merchantability or fitness for a particular purpose with respect to any of such data. Without limiting the foregoing, in no event shall MSCI, any of its affiliates or any third party involved in or related to compiling, computing, or creating the data have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of the possibility of such damages.
The MSCI All Country World Index (MSCI ACWI) captures large and mid cap representation across 23 Developed Markets (DM) and 24 Emerging Markets (EM) countries. With 2,840 constituents, the index covers approximately 85% of the global investable equity opportunity set.. DM countries include Australia, Austria, Belgium, Canada, Denmark, Finland, France, Germany, Hong Kong, Ireland, Israel, Italy, Japan, Netherlands, New Zealand, Norway, Portugal, Singapore, Spain, Sweden, Switzerland, the UK and the US. EM countries include: Brazil, Chile, China, Colombia, Czech Republic, Egypt, Greece, Hungary, India, Indonesia, Korea, Kuwait, Malaysia, Mexico, Peru, Philippines, Poland, Qatar, Saudi Arabia, South Africa, Taiwan, Thailand, Turkey and United Arab Emirates.
The MSCI All Country World ex USA (Net) Index (MSCI ACWI ex USA) captures large and mid cap representation across 22 of 23 Developed Markets (DM) countries (excluding the US) and 24 Emerging Markets (EM) countries. With 2,228 constituents, the index covers approximately 85% of the global equity opportunity set outside the US. DM countries include Australia, Austria, Belgium, Canada, Denmark, Finland, France, Germany, Hong Kong, Ireland, Israel, Italy, Japan, Netherlands, New Zealand, Norway, Portugal, Singapore, Spain, Sweden, Switzerland and the UK. EM countries include: Brazil, Chile, China, Colombia, Czech Republic, Egypt, Greece, Hungary, India, Indonesia, Korea, Kuwait, Malaysia, Mexico, Peru, Philippines, Poland, Qatar, Saudi Arabia, South Africa, Taiwan, Thailand, Turkey and United Arab Emirates.
The MSCI Emerging Markets (Net) Index captures large and mid cap representation across 24 Emerging Markets (EM) countries. With 1,375 constituents, the index covers approximately 85% of the free float-adjusted market capitalization in each country. * EM countries include Brazil, Chile, China, Colombia, Czech Republic, Egypt, Greece, Hungary, India, Indonesia, Korea, Kuwait, Malaysia, Mexico, Peru, Philippines, Poland, Qatar, Saudi Arabia, South Africa, Taiwan, Thailand, Turkey and United Arab Emirates.
The S&P 500® Index is a widely used stock market index that can serve as barometer of US stock market performance, particularly with respect to larger capitalization stocks. It is a market-weighted index of stocks of 500 leading companies in leading industries and represents a significant portion of the market value of all stocks publicly traded in the United States. The S&P 500 Index is a product of S&P Dow Jones Indices LLC, a division of S&P Global, or its affiliates (SPDJI) and has been licensed for use by GQG Partners LLC. Standard & Poor’s® and S&P® are registered trademarks of Standard & Poor’s Financial Services LLC, a division of S&P Global (S&P); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (Dow Jones). GQG Partners US Equity is not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, their respective affiliates, and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of the S&P 500 Index.