Added to YB: 2025-10-08
Pitch date: 2025-10-06
GQG.AX [neutral]
GQG Partners Inc.
+5.79%
current return
Author Info
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Company Info
GQG Partners Inc. operates as a boutique asset management company worldwide. It manages equity portfolios for investors, including insurance funds, pension/superannuation funds, sovereign wealth funds, ultra-high net worth investors, sub advised funds, financial advisors, wealth management administration platforms, private banks, and other discretionary wealth managers.
Market Cap
AUD 3.4B
Pitch Price
AUD 1.67
Price Target
N/A
Dividend
11.96%
EV/EBITDA
5.36
P/E
7.35
EV/Sales
4.13
Sector
Capital Markets
Category
value
Monday Delight: 06/10/25 - GQG Partners Inc.
GQG.AX (quick overview): Asset mgmt firm w/ AUD 175B AUM earning 50bps fees, 75% op margin = AUD 650M op profit run-rate. 136% ROIC, 5.3x EV/EBIT. Founder/CIO Rajiv Jain owns ~70%, strong value investing track record. Focus on active equity across global markets w/ healthy dividend distribution.
Read full article (1 min)