GQG Partners Launches GQG Partners Global Quality Equity Fund
Firm now offers mutual funds for each of its strategies: Global, International, Emerging Markets and US equities
FORT LAUDERDALE, FLA. — March 29, 2019 — GQG Partners LLC, a leading global equity investment boutique, is pleased to announce the launch of the GQG Partners Global Quality Equity Fund (Institutional Class: GQRIX, Investor Class: GQRPX, and Retirement1 Class: GQRRX). The long-only mutual fund will be managed by noted investor Rajiv Jain, Chairman and Chief Investment Officer of GQG Partners.
The Fund seeks to invest in high-quality companies with attractively priced future growth prospects, and will focus primarily on equity and equity-based securities of both developed and emerging markets. GQG Partners’ fundamental investment process evaluates each business based on financial strength, sustainability of earnings growth, and quality of management. The resulting portfolio seeks to mitigate downside risk while providing attractive returns to long-term investors over a full market cycle.
The Fund is based on the GQG Partners Global Equity Strategy, which is benchmarked against the MSCI All Country World Index (Net).
Mr. Jain has been managing global equity portfolios since 2002 and already manages more than US$8 billion in regulatory assets under management in GQG Partners’ Global Equity Strategy as of February 28, 2019.
“We believe that forward-looking focus on quality growth is a better way to compound the investments of our clients and ourselves,” says Mr. Jain. “I have managed global equity portfolios for the majority of my career and they have been an important part of my success as a portfolio manager. At GQG Partners, we have confidence that this approach can deliver reasonable returns over the long term. As usual, we are committing personal capital to this Fund as well.”
ABOUT GQG PARTNERS
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, Seattle, and Sydney, 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.
+1 (212) 207-9451
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 Global 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. Investments in commodities are subject to higher volatility than more traditional investments. Trading through Stock Connect is subject to a number of restrictions that may affect the Fund’s investments and returns, including a daily quota that limits the maximum net purchase under the Stock Connect each day. 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.
© 2019 GQG Partners LLC. All rights reserved. Information presented is as of March 29, 2019 and denominated in US dollars (US$), unless otherwise stated.
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