Fund Manager Beats Index by 300 Basis Points While Tech Crashes 11.6%
Key Points
- GQG Partners outperformed the MSCI ACWI ex-USA by 300 basis ...
Goldman Sachs' GQG Partners just pulled off what amounts to financial gymnastics in Q1 2025, outperforming the MSCI ACWI ex-USA benchmark by 300 basis points while the broader market stumbled around like a tourist with a broken GPS. Their secret sauce? Smart stock picking in Financials, Consumer Staples, and Industrials while everyone else was busy watching tech stocks perform their best impression of a lead balloon.
When Your Portfolio Does the Opposite of Silicon Valley
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