Laird Abernethy

The GQG Partners Global Equity AUD Hedged strategy is now available on the Colonial First State (CFS) FirstChoice platform. This strategy is a supplementary offering to the unhedged version of the same product, the GQG Partners Global Equity strategy, which has been available on the FirstChoice platform since November 2022.

The GQG Partners Global Equity strategy invests in high-quality companies with attractively priced future growth prospects in both developed and emerging markets. It seeks to limit downside risk while providing attractive returns to long-term investors over a full market cycle.

Laird Abernethy, GQG Partners’ managing director of Australia and New Zealand, says: “Our Global Equity strategy gives advisers access to a portfolio of high-quality companies with a focus on managing downside risk that has historically exhibited a lower volatility profile than its index and peers. Access to the hedged version of this strategy allows advisers to help minimise the impact of the rising Australian dollar on their clients’ international investments while accessing high-quality companies in a truly global equity portfolio.

“Since establishing our business in Australia in 2019 we’ve seen a series of challenging markets, including the outbreak of the COVID-19 pandemic and more recently a sustained inflationary and rising rate environment. We believe that our focus on assessing a company’s future quality attributes as well as our adaptable investment style has allowed us to successfully navigate the market volatility from these events and helped us deliver strong relative returns for our clients since inception.”

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Laird Abernethy

GQG Partners, one of the world’s leading global equity boutique investment management firms, has been awarded the International Equities – Emerging Markets and Regional accolade for its GQG Partners Emerging Markets Equity Fund at the 2023 Zenith Fund Awards, held in Sydney on Friday, 13 October.

This marks the second consecutive year that a GQG Partners fund has been acknowledged, with the GQG Partners Global Equity Fund taking out the International Equities – Global category in 2022.

The Zenith Fund Awards acknowledge and encourage excellence in funds management across all asset classes and disciplines and aim to raise the standard of funds management in the industry for the ultimate benefit of investors. Each award is based on long-term factors derived from Zenith’s extensive research and due diligence of fund managers.

The GQG Partners Emerging Markets Equity Fund seeks to invest in quality companies with attractively priced future growth prospects in emerging markets. The fundamental investment process evaluates each business based on financial strength, sustainability of earnings growth, and quality of management. It aims to limit downside risk while providing attractive returns to long-term investors over a full market cycle.

Laird Abernethy, managing director, Australia, and New Zealand, GQG Partners, said that winning the International Equities – Emerging Markets and Regional award 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 focussing 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.”

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.

The GQG Partners Emerging Markets Equity Fund holds a ‘Highly Recommended’ rating from both Zenith and Lonsec as well as a Morningstar Medalist Rating^TM of ‘Gold’ (assigned 04/05/23).

As at 30 September 2023, the GQG Partners Emerging Markets Equity Fund is the sole emerging markets fund in Australia to receive the highest rating from all three of the country’s prominent investment research and portfolio construction institutions.

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Laird Abernethy

Equity Trustees has been appointed Responsible Entity (RE) by US boutique global equity manager, GQG Partners.

GQG Partners specialises in long-only and emerging market equity strategies and was established in 2016 by prominent investor Rajiv Jain, former CIO and Co-CEO of Vontobel Asset Management, who brings over 25 years of equity investing experience to GQG Partners.

The newly launched GQG Partners Global Quality Dividend Income Fund aims to provide a rate of return (after fees and expenses and before taxes) which exceeds the return of the MSCI ACWI High Dividend Yield ex Tobacco AUD Index, with a view to investing primarily in equity securities or equity-linked instruments of companies located anywhere in the world, that are expected to pay dividends.

Russell Beasley, Executive General Manager, Corporate Trustee Services, Equity Trustees said Equity Trustees was pleased to be selected by GQG Partners as responsible entity for their dividend income fund.

“It’s great to add another option to the fold for investors seeking income,” said Mr Beasley. “Equity Trustees is excited to bring our years of local and international funds governance experience to GQG Partner’s equity income capability.”

Laird Abernethy, GQG Partners Managing Director Australia and New Zealand said: “Equity Trustees have a wealth of global experience in listed investments. We believe their expertise is a good fit for us and this type of fund, and we look forward to benefiting from their reputable experience in funds governance.”

“We believe the launch of the GQG Partners Global Quality Dividend Income Fund will give investors access to a quality focussed global dividend income strategy that aims to limit downside risk while providing capital appreciation, dividend income, and attractive returns to long-term investors over a full market cycle.”

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Laird Abernethy

GQG Partners has launched the GQG Global Quality Dividend Income strategy in Australia after securing an investment mandate of A$125m from a large Australian financial institution.

GQG seeks to invest in high-quality dividend-paying companies with attractively priced future growth prospects. The investment team focuses primarily on the liquid securities of large-cap issuers in both developed and emerging markets.

Rajiv Jain, Chairman and CIO of GQG Partners, says, “Utilizing our forward-looking quality approach, we saw an opportunity to provide a differentiated income product. Our focus is on identifying quality businesses that have the ability to grow revenue as well as provide a steady dividend income stream over time. We believe this approach should help our clients protect on the downside during periods of market volatility and compound their wealth over the long run.”

Laird Abernethy, Managing Director Australia and New Zealand for GQG Partners says the strategy is expected to meet the needs of Australian investors who are seeking a regular and stable income option at a time when interest rates are at historic lows.

“In conversations with institutions, superannuation funds and advisers in Australia, it is clear there is substantial demand for investment options that can deliver income while looking to reduce downside risk.

“We believe that an income strategy that is derived from GQG Partners’ strong focus on quality will be an attractive option for Australian investors.”

GQG Partners’ fundamental investment process evaluates each business based on financial strength, sustainability of earnings growth, and quality of management. The resulting strategy seeks to manage downside risk while providing capital appreciation, dividend income, and attractive returns to long-term investors over a full market cycle.

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Laird Abernethy

Global asset manager GQG Partners has won the ‘International Equities – Emerging Markets and Regional’ category at the Zenith Fund Awards 2020.

Hosted by Zenith Investment Partners, the Awards are designed to recognise and encourage excellence in funds management across all asset classes and disciplines in raising the standard of funds management for the ultimate benefit of investors.

GQG Partners’ emerging markets equity investment strategy seeks to invest in equity and equity-linked securities of primarily large cap, high-quality companies with, in the manager’s view, attractively priced future growth prospects.

According to GQG Partners’ Managing Director, Australia and New Zealand, Laird Abernethy, the Zenith accolade is testament to the strength of the investment process and the skills of the portfolio managers in identifying market risks and opportunities over recent months.

“Global markets reacted so sharply to the events of 2020, and while things appear to have normalised somewhat, our investment team was able to navigate the portfolio effectively and investors have responded accordingly.

“We evaluate each business based on financial strength, potential sustainability of earnings growth, and quality of management, and apply that approach to every prospective stock within the markets in which we operate. It’s pleasing that Zenith has acknowledged this approach with an award win in this category,” Mr Abernethy said.

Judging for the Fund Awards is based on long-term factors derived from Zenith’s due diligence of fund managers including organisational and investment team strength, investment philosophy, security valuation and selection, portfolio construction, risk management, and fees. The research house also looks at quantitative aspects of the funds’ longer-term returns to investors.

The win follows the GQG Partners Global Equity Fund (unhedged) being upgraded to a ‘Highly Recommended’ rating by Zenith earlier this month, at which time the hedged version of the Fund was given a ‘Highly Recommended’ rating in its first review.

The Fund (both hedged and unhedged share classes) seeks to invest in the equity and equity-linked securities of high-quality companies with attractively priced future growth prospects in both developed and emerging markets. It seeks to limit downside risk while providing attractive returns to long-term investors over a full market cycle.

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Laird Abernethy

Lonsec Investment Solutions has added the GQG Partners Global Equity Fund to its Lonsec Multi-Asset Managed Portfolios and Lonsec Core Model Portfolios.

Laird Abernethy, GQG Partners’ managing director Australia and New Zealand, says that over the past 12 months GQG Partners has been actively expanding in the local wholesale market and the addition to the Lonsec model portfolios is an important step in this growth.

“Our Global Equity strategy aims to give advisers access to a portfolio of high-quality companies with attractively priced future growth prospects. It also seeks to limit downside risk while providing attractive returns to long-term investors over a full market cycle. This is something that advisers and their clients increasingly value, and we are already seeing good support through the Lonsec portfolios,” he said.

In the current economic and market environment, Lonsec says it believes that the global equities sector would benefit from a greater focus on higher quality companies.

“The GQG Partners Global Equity Fund is an actively managed, fundamental long-only Global Equities product. It has a focus on ‘quality growth’ companies and will typically include emerging markets exposures,” Lonsec said in a note to advisers.

Lonsec also noted “The strategy is managed by a well-regarded and highly skilled portfolio manager, Rajiv Jain, with a track record of building successful investment businesses.”

Earlier this year, Lonsec rated the GQG Partners Global Equity Fund “Highly Recommended”, stating that “Jain is a highly experienced investor with over 26 years’ industry experience and is viewed as a key attraction of this offering… Lonsec has continued to develop greater conviction in Jain’s abilities across several reviews and believes he has proven himself to be a highly skilled investor”.

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GQG Partners is an independent Florida-based boutique equities manager that seeks to identify enduring quality characteristics in reasonably priced global equities with an objective of long-term capital appreciation. It was co-founded in 2016 by Rajiv Jain and opened its Australian office in 2018. It has A$47.8 billion in funds under management (as at 31 March 2020).

Ms Wang’s appointment follows that of Jeremy Crowley as director of institutional markets in January this year and Daniel Bullock as director of wholesale markets in July 2019.

Laird Abernethy, managing director for GQG Partners’ Australian subsidiary, said that Ms Wang’s appointment reflects the strong growth in the Australian business since it was established 18 months ago.

“GQG Partners already has a strong footprint in the institutional market in Australia, with more than 30 local investors and over A$3.6 billion¹ in funds under management in the space, and the next step in our long-term strategy is to further grow our presence in the local market.

“Jane  existing clients and to ensure we are resourced appropriately for further expansion. Her role includes both client service and operational functions, providing our clients a local contact they can utilise for such queries.

“Her strong technical knowledge as well as her track record in client service roles will be particularly useful in this newly created role,” Mr Abernethy said.

Ms Wang joins GQG Partners from BNP Paribas where she held a number of administration and client service responsibilities. She has also worked with Aberdeen Standard Investments and HSBC Australia. She holds a bachelor of business (accounting and finance) and a diploma of business and commerce from the University of Technology Sydney.

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