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Where top global fund is investing next after halving tech shares 

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Kyle Caldwell, our funds and investment education editor, puts the questions to Brian Kersmanc, manager of GQG Partners Global Equity fund.
Over the past couple of years, due to the dominance of a small number of technology companies, it's been a challenging period for funds to gain an edge over the global stock market.
However, this fund has delivered strong returns since it became available to UK investors nearly five years ago. Kyle finds out how the fund defines quality-growth investing, why it has been halving exposure to tech stocks, and where it's using the proceeds to invest next.
GQG Partners Global Equity fund is one of interactive investor’s Super 60 fund ideas.
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9 июл 2024

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Комментарии : 4   
@ValueHurts
@ValueHurts 3 месяца назад
This is a great interview
@blackcountrysmoggie
@blackcountrysmoggie 3 месяца назад
Really high on GQG, their EM fund especially. Great CIO, great team, love the way they take big, confident decisions.
@mazzarouni5608
@mazzarouni5608 3 месяца назад
He didn’t answer any questions