Concentrated Global Equity
Our Concentrated Global Equity strategy seeks to invest in high-quality companies with attractively priced future growth prospects. We focus primarily on the liquid securities of large-cap issuers in both developed and emerging markets in creating a concentrated portfolio of only approximately 20 securities. GQG Partners’ fundamental investment process evaluates each business based on financial strength, sustainability of earnings growth, and quality of management. The resulting portfolios seek to limit downside risk while providing attractive returns to long-term investors over a full market cycle.
The strategy is benchmarked against the MSCI All Country World Index (Net).
GQG PARTNERS CONCENTRATED GLOBAL EQUITY
The performance data quoted represents past performance. Past performance does not guarantee future results. Current performance of the portfolio may be lower or higher than the performance quoted. Performance is expressed in US dollars. Returns are presented both gross and net of management fees and include the reinvestment of all income. Gross and net performance are calculated after the deduction of actual trading expenses and other administrative fees (custody, legal, admin, audit and organization fees). Net returns are calculated using the highest/model rack rate fee. Gross and net performance are net of foreign withholding taxes. Returns for periods greater than one year are annualized.
GQG Partners claims compliance with the Global Investment Performance Standards (GIPS®) and has prepared and presented this performance information in compliance with the GIPS standards. Performance data is based upon the firm’s Composite for the strategy. The Concentrated Global Equity Composite includes all fully discretionary institutional portfolios, with consistent investment parameters, that invest in a portfolio of only approximately 20 equity investments in companies whose securities are principally traded in, or whose principal revenues, operations or business risk are attributable to, in the aggregate across the entire portfolio, at least 4 countries. For comparison purposes, the Composite is measured against the MSCI All Country World Index (net of withholding taxes). Returns include the effect of foreign currency exchange rates. The Concentrated Global Equity Composite was created June 1, 2016. Performance presented prior to June 1, 2016 was achieved prior to the creation of the firm. The account is a personal account of the Portfolio Manager who was the only individual responsible for selecting the securities to buy and sell. The prior track record has been reviewed by Ashland Partners & Company, LLP and conforms to the portability requirements of the GIPS standards. On June 28, 2017, ACA Performance Services, LLC acquired the investment performance service business of Ashland Partners & Company, LLP. For periods after June 1, 2016, the Composite consists of accounts managed by GQG pursuant to the strategy. This advertising material must be accompanied by the appropriate GIPS-compliant presentation when used directly with prospective investors. The firm maintains a complete list and description of composites, which are available upon request by dialing +1 (754) 218-5500, emailing firstname.lastname@example.org or visiting gqgpartners.com/gips.
There are 100 basis points (bps) in 1%. One basis point is one hundredth of one percent.