GQG Partners Inc.

GQG Partners is a high-conviction global equities manager whose shares now price in permanent decline: at A$1.345 the market pays 6.2x earnings for a 14.9% unfranked yield, implying its funds under management shrink 5-6% a year forever. The whole call rests on one question — whether US$27bn of net outflows over the past year is a performance-cycle artefact or a structural unwind.

Published 27 August 2026 · figures and conclusions are as at that date and may no longer be current.

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