In an interview with EFN, Portfolio Manager Sudarshan Murthy shared how GQG is approaching potential volatility in the markets as the US ends its election cycle.
While short-term sentiment often drives the market, market price follows earnings growth—and that is where GQG remains focused, says Murthy. While there may be volatility ahead, he says bumps in the road provide opportunities for patient investors to upgrade their portfolios at a discount.
Views and opinions are expressed as of 5 November 2024.
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