FORT LAUDERDALE, FLA. — GQG Partners received ‘Fund Manager of the Year — Global Equities, Australia’ for the GQG Partners Global Equity Fund at the 2023 Morningstar Awards, held in Sydney on Thursday, 23 February.

The annual Awards, now in its 23rd year, recognise and celebrate the best of the Australian fund management professionals who are selected by Morningstar’s Manager Research analysts.

Laird Abernethy, managing director, Australia, and New Zealand, for GQG Partners said that receiving the Morningstar Australia Fund Manager of the Year – Global Equities, in our view, is an outstanding accolade for the business and is testament to the adaptability, durability and strength of GQG’s investment team and process.

“Our investment process at GQG is centred around identifying those companies that exhibit strong ‘forward looking’ quality attributes. We believe that focusing on the future quality of a company, as opposed to its current or historic quality, enables the team to think outside the traditional prism of value and growth investing and instead focus on identifying those future quality compounders, regardless of which sector they may reside.”

“We believe this forward-looking approach provides our portfolio managers a higher degree of adaptability, particularly as market regimes shift. We saw this process in action over the second half of 2021, where we moved to an underweight tech and overweight energy position. A position that many of our ‘quality’ peers likely didn’t have and that we believe provided strong downside risk management for our investors.”

Whilst headquartered in Fort Lauderdale, Florida, GQG Partners has a strong affinity with Australia, opening its first registered office outside of the USA in Sydney 2019. Additionally, GQG Partners’ parent company, GQG Inc., was listed on the ASX in October 2021.

“We believe this award from Morningstar will continue to help develop our profile in the Australian market across all investor channels, and we’re delighted to see the investment that GQG made to establish a local subsidiary some four years ago is now making our strategies available to a broader range of the Australian public”, Abernethy said.

Award finalists and winners are determined by a combination of qualitative research by Morningstar’s manager research analysts; risk-adjusted medium- to long-term performance track records; and performance in the 2022 calendar year.

Only fund managers with products available for sale in Australia qualify for inclusion in the Morningstar Australia Awards. Morningstar determines winners based on a combination of qualitative research by its manager research analysts; risk-adjusted returns over medium- to long-term periods; and performance in the 2022 calendar year. Morningstar’s manager research analysts assess the track record for a fund based on Morningstar’s Risk-Adjusted Return measure over the one-, three-, five-, and ten-year periods. The criteria balance the performance of fund managers with consistent strong returns over the long term, not just rewarding those with the most impressive one-year return.

ABOUT GQG PARTNERS

GQG Partners is an investment boutique which is a wholly owned subsidiary of a majority employee-owned company listed on the Australian Securities Exchange (ASX:GQG). The firm manages global and emerging market equities for institutions, advisors, and individuals worldwide. Headquartered in Fort Lauderdale, Florida, we strive for excellence at all levels of our organization through a commitment to independent thinking, continual growth, cultural integrity and a deep knowledge of the markets. GQG Partners manages more than AUD$130 billion in client assets as at 31 January 2023. For more information, please visit gqg.com.

MEDIA CONTACT

Claudia Pritchitt
Pritchitt Partners
P  0438 221 550
E  claudia@pritchittpartners.com.au

Source: 2023 Morningstar Awards – Australia Winners – News Release

MORNINGSTAR AWARD DISCLAIMER:

Morningstar Awards 2023©. Morningstar, Inc. All Rights Reserved. Awarded to GQG Partners Global Equity Fund for Fund Manager of the Year – Global Equities Category, Australia.

IMPORTANT INFORMATION:

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 in this document or in any accompanying oral presentation is a recommendation to follow any strategy or allocation. In addition, neither is 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) 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.

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An unrelated party, Equity Trustees Limited (“Equity Trustees”) (AFSL No. 240975, ABN 46 004 031 298) is the Responsible Entity and issuer of units for the Funds. Equity Trustees is a subsidiary of EQT Holdings Limited (ABN 22 607 797 615), a publicly listed company on the Australian Securities Exchange (ASX:EQT). This information has been prepared to provide you with general information only. It is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information. EQT does not express any view about the accuracy or completeness of information that is not prepared by it and no liability is accepted for any errors it may contain. In preparing this information, EQT did not take into account the investment objectives, financial situation, or particular needs of any particular person. You should obtain a copy of the Product Disclosure Statement (PDS) and Reference Guide before making a decision about whether to invest in or hold interests in a Fund. You can request a copy of the relevant PDS and accompanying Reference Guide free of charge by contacting GQG AU by visiting the “Contact Us” section of this website.

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© 2023 GQG Partners LLC. All rights reserved. Data and content presented is as of February 23, 2023, and denominated in US dollars (US$), unless otherwise stated.