London — GQG Partners LLC has won the “Global Equity” category at the 2024 Investment Week Fund Manager of the Year Awards, presented at the Awards ceremony on 20 June 2024. 

The award honours managers whom Investment Week believes are at the top of their game. These managers have demonstrated consistently strong performance for investors, and the judging panel believes they have the potential to continue to outperform in the future. 

Finalists are determined by Morningstar’s quantitative research methodology that assess investment rankings over the past three years. Winners are then determined through a qualitative process by a panel of 50 selectors that judge categories in their specialist areas of interest. 

Dan Lee, Director, Head of Wholesale (UK and Ireland), said the award showcases the group’s  performance-orientated, investment-led culture. 

 “We believe this award highlights GQG Partners LLC’s focus on delivering superior performance for both clients and investors.  We are honoured for GQG Partners LLC to receive this award.” 

ABOUT GQG PARTNERS 

GQG Partners LLC is an investment boutique that manages global, US, and emerging market equities for institutions, advisors, and individuals worldwide. Headquartered in Fort Lauderdale, Florida, with offices around the world, we are committed to delivering long-only equity strategies with the goal of compounding capital for our clients. With a focus on client alignment, adaptability, and diverse perspectives, we strive to stay attuned to our clients’ needs and continuously seek out new insights to inform our decision-making. GQG Partners manages US$155 billion in client assets as at 30 June 2024. 

IMPORTANT INFORMATION:

PAST PERFORMANCE MAY NOT BE INDICATIVE OF FUTURE RESULTS. 

Funds must meet the following criteria to be considered: 

• UK authorised and FCA-recognised with distributor status. 

• £50m in size or above at 31 January 2024.  

• Have a three-year track record at 31 January 2024 with the same managers/team.  

• Must be aimed at retail/wholesale investors.   

A weighted score is given to percentile ranking within qualifying Investment Association sectors over each of the three discrete years to 31 January 2024. These are sectors which they can map to their Fund Manager of the Year categories. There is a 20% weighting to the percentile ranking during the 12 months to 31 January 2022, 30% to 31 January 2023, and 40% to the period to 31 January 2024. In addition, a 10% weighting is given to a fund’s Sortino ratio to give an indication of relative risk. This creates a combined score and the top scoring managers are then included in the shortlists for the awards. The shortlist for the Group of the Year category was based on the number of shortlisted funds in the category lists. Managers of the shortlisted funds are then invited to respond to an online questionnaire which asks further in-depth questions about the portfolio and contributing factors to performance over the period to help the judges in their deliberations. The panel of highly experienced selectors drawn from across the industry then judged each category in their area of expertise during their judging sessions in May. Data and statistics provided by Morningstar. 

This release is issued by GQG Partners (UK) Ltd. is a company registered in England and Wales, registered number 1175684. GQG Partners (UK) Ltd. is an Appointed Representative of Sapia Partners LLP which is authorised and regulated by the Financial Conduct Authority (FRN 550103).   

For informational purposes only. Certain products and services may not be available to all entities or persons. The information provided in this document does not constitute investment advice and no investment decision should be made based on it. Neither the information contained on this webpage [or in any accompanying oral presentation] is a recommendation to follow any strategy or allocation. In addition, this webpage is not a recommendation, offer or solicitation to sell or buy any security or to purchase of shares in any fund or establish any separately managed account. It should not be assumed that any investments made by GQG Partners LLC (GQG) of any of its affiliates in the future will be profitable or will equal the performance of any securities discussed herein. Before making any investment decision, you should seek expert, professional advice, including tax advice, and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the law of your home country, place of residence or current abode. 

Shares of any UCITS sponsored by GQG are only available for certain non-U.S. persons in select transactions outside the United States, or, in limited circumstances, otherwise in transactions which are exempt from the registration requirements of the United States Securities Act of 1933, as amended in accordance with Regulation S and such other U.S. laws as may be applicable. This communication is not directed at any U.S. persons, which are not eligible to invest in any UCITS product sponsored by GQG. 

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