GQG Partners Announces New US Equity Strategy, Launches GQG Partners US Select Quality Equity Fund
The firm adds US Equity to its lineup of global, international, and emerging markets equity strategies
FORT LAUDERDALE, FLA. — September 28, 2018 — GQG Partners LLC, a leading global equity investment boutique, is pleased to announce the launch of the GQG Partners US Select Quality Equity Fund (Institutional Class: GQEIX, Investor Class: GQEPX, and R61 Class: GQERX). The long-only Fund will be managed by noted investor Rajiv Jain, Chairman and Chief Investment Officer of GQG Partners.
The Fund seeks to invest in a concentrated group of high-quality US companies that GQG Partners believes are reasonably priced relative to market valuations and projections. In managing the Fund’s investments, Mr. Jain will typically pursue a “growth style” of investing through which it seeks to capture market upside while limiting downside risk through full market cycles.
Despite being a new strategy for his firm, Mr. Jain notes that he has been managing global equity portfolios (inclusive of the United States) since 2002 and the widely recognized global equity benchmark MSCI All Country World Index (ACWI) was majority 55.3% United States equity as of August 31, 2018. In fact, United States exposure is an important component of his existing strategies, as well — GQG Partners already invests US$3.9 billion in United States equity securities firmwide as of June 30, 2018.
“If you’re willing to take a concentrated, forward-looking view, this is an area we believe we can add value,” says Mr. Jain of his confidence that US equity can be a competitive product. “You can’t just look like an index and offer historical data without demonstrating some forward-looking element and charge above-passive fees.”
GQG Partners LLC is a boutique investment management firm focused on global, US and emerging markets equities. We rely on a team of traditional and non-traditional analysts — who possess backgrounds in fields such as investigative journalism and specialized accounting — to challenge the short-term projections and backward-looking dogma that often dominate market discourse.
Headquartered in Fort Lauderdale, FL with offices in New York and Seattle, we strive for excellence at all levels of our organization through a commitment to in-depth knowledge of the markets as well as independent thinking, continual growth, and giving back to our investors and our community. For more information, please visit gqgpartners.com.
Director of Marketing, GQG Partners
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1Retirement Class (Class R6) shares are only available to employee benefit plans that are sponsored by one or more employers or employee organizations. Such employee benefit plans must purchase R6 shares through a plan level or omnibus account.
You should carefully consider the investment objective, risks, charges, and expenses of the GQG Partners US Select Quality Equity Fund before investing. The Fund’s prospectus and summary prospectus contain this and other important information about the Fund, which can be obtained by calling +1 (866) 362-8333 or visiting gqgpartners.com. Please read the prospectus carefully before investing. The Fund’s Statement of Additional Information also can be obtained by calling +1 (866) 362-8333 or visiting gqgpartners.com.
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 recommendations 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.
Investing involves risk, including possible loss of principal. There’s no guarantee the Fund will achieve it stated objective. Stock prices of small- and mid-size companies may be more volatile and less liquid than those of large companies. International investments may involve risk of capital loss from unfavorable fluctuation in currency values, from differences in generally accepted accounting principles or from social, economic or political instability in other nations. Emerging markets involve heightened risks related to the same factors as well as increased volatility and lower trading volume. The primary risk of participation notes is that changes in the market value of securities held by the fund and of the derivative instruments relating to those securities may not be proportionate. Participation notes are also subject to illiquidity and counterparty risk. The Fund is non-diversified. The Fund is a newly organized entity and does not have an operating history upon which prospective investors can evaluate its potential performance.
This document reflects the views of GQG as of 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.
GQG is registered as an investment adviser with the U.S. Securities and Exchange Commission. Please see GQG’s Form ADV Part II, which is available upon request, for more information about GQG.
SEI Investments Distribution Co. (SIDCO), 1 Freedom Valley Drive, Oaks, PA 19456 is the distributor for the GQG Partners US Select Quality Equity Fund and is not affiliated with GQG Partners.
© 2018 GQG Partners LLC. All rights reserved. Information presented is as of September 28, 2018 and denominated in US dollars (US$), unless otherwise stated.
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