The Fund invests in high quality companies, located anywhere in the world, that GQG Partners believes can sustain long term earnings growth and are available at a reasonable price. It has a particular focus on long term capital appreciation and dividend income and is suited to investors with a five year plus time horizon. The objective of the Fund is 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.

Rajiv Jain, chairman and CIO of GQG Partners, says, “We look for companies with a strong financial position, capable management, and promising growth opportunities, as we believe these businesses are most likely to enjoy sustained earnings growth over time.  Our approach involves an in-depth analysis of company’s financial statements, economic health, competitors, and the markets that it serves.

“We believe our focus on quality companies positions us to manage downside risk during periods of market volatility.”

Laird Abernethy, GQG Partners managing director Australia and New Zealand, says the strategy has been designed to complement existing Australian income focused portfolios.

“We believe a global income strategy that’s derived from GQG Partners’ strong focus on quality will be an attractive option for Australian investors. Our aim with this strategy is to bring better downside protection and potential total return to existing income focused portfolios.”

In its report, Zenith said: “Zenith believes the team’s collective experience and unique structure is a key point of difference relative to peers. Overall, we view Jain as an impressive and insightful investor whose oversight is critical to the overall success of the Fund and the broader business.”

It also stated: “Although the strategy has a relatively limited track record, Zenith’s conviction in the Fund is underpinned by our high opinion of GQG’s key investment personnel, particularly Rajiv Jain, who has an impressive long-term investment track record within global equities. Zenith holds GQG’s investment capabilities in high regard and believes the Fund is well positioned to achieve its investment objectives over the long term.”

The minimum initial investment amount for the Fund is $25,000, and minimum additional investment are $5,000.

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Since its founding in 2016, GQG has added significant value for clients, and as a result has grown nicely, now with five offices spanning the US, Australia, and Europe, and with over 140 associates worldwide.

Along with the growth of the company comes opportunity for three key members of the investment team.

GQG Partners announces the elevation of James Anders, Brian Kersmanc, and Sudarshan Murthy to portfolio managers across the firm’s core strategies. This move demonstrates the firm’s continued commitment to developing its investment talent and delivering performance for clients.

“It’s a privilege to celebrate GQG Partners’ sixth anniversary with the extraordinary team we have and continue to build upon,” said Tim Carver, chief executive officer of GQG Partners. “These well-earned promotions reflect our commitment to best serving our clients and the development of our associates.”

The promoted investment team members will continue to collaborate closely with chairman and chief investment officer Rajiv Jain as they do today with minimal changes to the current investment decision making process.

“I am proud of the performance GQG Partners has achieved over the past six years,” said Rajiv Jain. “Our commitment to our clients is unwavering. The promotion of James, Brian, and Sudarshan, who have all played growing roles in the evolution and execution of GQG’s investment strategy, is a further testament to that commitment. Our goal remains singularly focused on compounding capital for our clients through various investment cycles.”

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[1] Past performance is not indicative of future performance.  Source: eVestment as of May 31, 2021. Data collected on June 21, 2022. GQG Partners Emerging Markets Equity Strategy was ranked 1st in the eVestment Global Emerging Mkts Large Cap Growth Equity universe for the since inception period (December 1, 2014). GQG Partners Global Equity Strategy was ranked 6th in the eVestment Global Large Cap Growth Equity universe for the since inception period (October 1, 2014). GQG Partners International Equity Strategy was ranked 5th in the eVestment ACWI ex-US Large Cap Growth Equity universe for the since inception period (December 1, 2014). GQG Partners US Equity Strategy was ranked 1st in the eVestment US Large Cap Growth Equity universe for the since inception period (July 1, 2014). The eVestment rankings are based on the performance for each of the Firm’s core strategy composites since their respective inception dates and the composite performance does not reflect the impact of investment advisory fees. Performance would be reduced by investment advisory fees or other fees an investor may experience when investing in a fund or other investment vehicle to access a GQG managed strategy, such as custody and administration. Strategy (composite) performance does not necessarily represent any particular client experience and an individual client portfolio may have experienced performance that is lower or higher based on the timing of their investment with GQG or in a GQG managed product. 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.

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Central to that goal, GQG announces that it has added eight new partners to the firm, bringing the total to 17 partners. The new partners are:

James Anders, CFA; Mark Barker; Carolyn R. Cui; Phil LoGrasso, PhD; Greg Schneider; Xavier Sément; Rick Sherley; and David Tuthill.

“We are thrilled to expand our partnership with such a talented, committed, and passionate group of people,” said Tim Carver. “We have always said that partnership at GQG is about being in service to something greater than ourselves, committed to bringing lasting value to our clients and the world. This team embodies that ethos fully.”

 Over the past five years GQG Partners has:

• Added value across every investment strategy for its clients;
• Built a partnership with 17 equity partners;
• Opened offices in London, New York, Seattle and Sydney;
• Grown to over 100 employees;
• Developed meaningful client relationships in the United States, Australia, the United Kingdom, Canada, Europe, the Gulf Region, Japan, and Southern Africa;
• Built a robust trading, technology and operational infrastructure; and
• Continued to expand the reach of The GQG Partners Community Empowerment Foundation, which was established to help the most vulnerable parts of our society by providing funding to over 50 organisations.

“I have always said that managing clients’ investments is an honour and a privilege,” stated Rajiv Jain, co-founder and Chief Investment Officer. “We are humbled by the overwhelming support of GQG Partners over the past five years.    

“I am most proud of the fact that we have added value in every strategy we manage since founding GQG Partners. At the same time, we are keenly aware that our focus must remain on tomorrow’s performance and maintaining the high standards that we set out in the early stages of this business. My first goal remains to deliver investment excellence because the performance we deliver to our clients will ultimately define our firm.” 

GQG Partners has continued to expand its team with professional talent across all functions of the business with a goal of delivering a top-flight client service experience. The alignment of this team continues to deepen as the firm now has 17 partners.

Tim Carver, co-founder and Chief Executive Officer, remarks, “I believe our early success at GQG Partners is entirely based on the quality people that we’ve been able to attract. We have assembled a group of independent thinkers who are diverse in their backgrounds, experiences and perspectives but united by the common desire to exceed our client expectations across every aspect of the business. I am excited to see where this team will take us over the next five years and beyond.”

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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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Harvey Kalman

Equity Trustees has been appointed the responsible entity (RE) for GQG Partners LLC, the specialist global and emerging equities boutique manager founded by ex-Vontobel CIO, Rajiv Jain in partnership with ASX-listed Pacific Current Group.

GQG Partners, which was established in June 2016, has grown quickly, with more than 25 employees, and assets under management of $US4.5 billion (as of 30 April) with clients from the US, UK and Australia.

Equity Trustees’ Executive General Manager, Corporate Trustee Services, Harvey Kalman, said: “It’s exciting to be appointed by an emerging boutique fund manager that has a distinctive hands-on, high conviction approach to investment.

Equity Trustees has worked closely with GQG as well as locally with Pacific Current Group in launching both the GQG Partners Global Equity Fund and GQG Partners Emerging Market Equity Fund.

Pacific Current’s head of distribution, and GQG’s local representative, Stephen Bramley said it was a commercial decision to outsource the RE function to a known industry leader in this service area: “By partnering with Equity Trustees, we can focus on delivering a high level of client service to Australian and NZ investors, confident that all the fiduciary responsibilities are in the capable hands of a proven team of experts”

Mr Kalman added “As a new client, GQG Partners appreciates the benefits that an experienced RE brings to the table; convenience and industry knowledge about all the compliance and regulatory responsibilities involved with overseeing a fund. This means funds managers can get funds to market fast, confident that disclosures are accurate and right up to best practice standards.

“Our role is to take full responsibility for ensuring the fund is operating within the legal framework and that its governing constitution is flexible as it needs to be as well as providing certainty for investors, allowing the fund manager to solely focus on its investment strategy,” Mr Kalman said.

Mr Kalman said the independent RE model was well recognised by those who operate overseas, where this regulatory approach was well established.

“It is accepted practice in most regulatory regimes and the model adopted to ensure that the integrity of their wealth management industries is secure. It has the benefit of ensuring there are no real or perceived conflicts of interest between fund managers and their unitholders, and an efficient method of tapping in to vast reserves of fiduciary expertise and commercial realities facing fund managers.”

The Australian market has been a key focus for GQG Partners since their launch in June last year attracting in excess of $1b from the Australian region.

The commitment to the region has expanded to include Pooled Unit Trusts specifically for Australian and New Zealand wholesale investors. The two GQG Funds now on offer (GQG Partners Global Equity Fund and GQG Partners Emerging Markets Equity Fund) have specific ex-tobacco exclusions.

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