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GQG – Forward-Looking Quality
Brian Kersmanc discusses GQG's investment philosophy of forward-looking quality and highlights how their approach allows GQG to consistently adapt their portfolios to different areas of the market using examples like PetroChina, Novartis and Microsoft. Brian notes that, at the end of the day, they are style agnostic investors and just want great compounding businesses. (Published: November 2024)
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By Bridgehouse Asset ManagersBrian Kersmanc discusses GQG's investment philosophy of forward-looking quality and highlights how their approach allows GQG to consistently adapt their portfolios to different areas of the market using examples like PetroChina, Novartis and Microsoft. Brian notes that, at the end of the day, they are style agnostic investors and just want great compounding businesses. (Published: November 2024)
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