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Select Quality Equity Fund (GQEPX) is up 33% in 2024, outpacing the S & P 500's 27% year-to-date total return. It has also outperformed 99% of funds in its category over the past five years, per Morningstar. This matches the rest of the firm's fund strategies, GQG portfolio manager Brian Kersmanc told CNBC. "We focus on this concept of forward quality," Kersmanc explained. So they're considered that sort of a blue chip, almost widow-and-orphan stock within the portfolio," Kersmanc said.
Persons: Morningstar, GQEPX, Brian Kersmanc, Eli Lilly, Kersmanc, Rajiv Jain, it's, Philip Morris, , It's, they're Organizations: GQG Partners, Equity Fund, CNBC, Nvidia, Exxon Mobil, Kersmanc, Exxon Locations: Florida, GQEPX
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailSOEs and commodity plays are some of the selected opportunities we see in China: Portfolio ManagerBrian Kersmanc from GQG Partners shares that he likes domestic-focused EM markets, such as Brazil and India and underweights China as it works its way through the economic downturn.
Persons: Brian Kersmanc Organizations: GQG Partners Locations: China, Brazil, India
Total: 2