JOHCM Global Opp. vs GQG Gl. Equity

[schneller euro]

oder auch Scott McDermott vs Rajiv Jain

Ein spannender Vergleich zweier überdurchschnittlicher Fonds bei fundselectorasia

Zitat aus dem Artikel: "...
He said: “There is a strong case for a risk-averse investor blending these funds as JOHCM’s more risk averse, yet high conviction and off-index approach combines nicely with the GQG quality growth fund where the managers have shown their ability to act quickly to tap into market opportunities.”

“Both look for quality, but from different perspectives. GQG is quality growth and JOHCM, as mentioned, could be seen as a value fund with a quality threshold, or quality fund with a value threshold.”
..."