GQG Partners US Equity

Introduction to the fund

GQG’s US Equity strategy is an unconstrained, concentrated portfolio of high-quality US companies with durable earnings. Their focus is on forward-looking quality, rather than companies that have done well historically. This view of quality allows them to strip away labels like value and growth in favour of long-term compounding.

Fund manager

Rajiv Jain, Brian Kersmanc, Sudarshan Murthy, Siddharth Jain

Rajiv is the Chairman and Chief Investment Officer of GQG Partners, where he leads all investment strategies. He joined GQG Partners in June 2016 and brings over 25 years of investment experience. Previously, Rajiv was Co-Chief Executive Officer and Chief Investment Officer at Vontobel Asset Management, where he managed international and emerging markets equities and helped grow assets from under $400 million to nearly $50 billion. He started at Vontobel in 1994 and earlier worked as an International Equity Analyst at Swiss Bank Corporation. Rajiv holds an MBA in Finance and International Business from the University of Miami, a master’s degree from the University of Ajmer, and an undergraduate degree in accounting with honors.

Brian is a portfolio manager for all GQG Partners strategies and was the deputy portfolio manager for the International Equity strategy from 2019 to June 2022. He has been a senior investment analyst at GQG Partners since joining in 2016. Before GQG Partners, Brian worked at Jennison Associates for six years, focusing on sectors like real estate, aerospace, and automotive as part of the Small/Midcap Equity Research team. He started his career at Brown Brothers Harriman in 2008. Brian holds an MBA from Rutgers University and a BA in Economics from the University of Connecticut.

Sudarshan is a portfolio manager for all GQG Partners strategies and was deputy portfolio manager for the Emerging Markets Equity strategy until June 2022. He has been with GQG Partners since 2016 as a senior investment analyst. Before joining the firm, Sudarshan worked for five years as a generalist analyst in Asian equities at Matthews International Capital and as a sell-side research associate at Sanford C. Bernstein. His early career included operational roles in IT services, including five years at Infosys, where he assisted the Chairman and helped launch the company’s life sciences business. Sudarshan earned an MBA from Wharton (Palmer Scholar), a Post Graduate Diploma in Management from IIM Calcutta, and a Bachelor of Engineering from NIT Surathkal. He is also a CFA charterholder.

Siddharth Jain, based in New York, is an Investment Professional at GQG Partners. He previously worked at Warburg Pincus LLC and PJT Partners. Siddharth holds a Bachelor’s degree in Economics from the University of Chicago and has strong skills in research, financial analysis, financial modeling, and Microsoft Office applications.

Opinion on fund

GQG’s surge in popularity and reputation as a trusted asset manager is not by chance. This fund has provided stellar returns for investors since launch, and we would expect this to continue. The team’s familiarity with thousands of companies and the fund’s inherent flexibility allows them to be nimble and respond quickly to market opportunities.

Fund performance

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Key facts

  • Fund size

    £1,255.6m

  • Chelsea rating

    Buy

  • Core Selection

    Yes

  • Chelsea Risk Rating

    7.5

  • AMC

    0.45%

  • OCF

    0.55%

  • Unit Type

    Acc

  • Yield

    –

  • FundCalibre rating

    Elite Rated

How to invest

Once you know where you want to invest, there are a number of ways you can invest:

  • Log in here and process your instruction
  • Call us on 020 7384 7300 to buy over the phone or request an application form
  • Download an application form and post it to us, along with a cheque
Find out more
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Important information

Source: Performance data sourced from FE Analytics (IA universe). Yield figures (per annum), Fund Size data and AMCs/OCFs are as at 23/01/2026 unless otherwise stated.

The performance graph, factsheets and Key Investor Information Document is provided by FEfundinfo, and updated on a daily basis.

Some funds listed are off shore-domiciled and subject to different regulations. Off shore funds typically do not offer investor compensation under the UK Financial Services Compensation Scheme (FSCS).

Performance history extended by FE fundinfo to illustrate the fund’s longer-term record.

Sector rankings calculated from multiple underlying sectors; certain funds remain unranked due to limited comparability.

Funds assigned to an alternative IA sector; sector rankings may differ accordingly.

The information provided is based on our proprietary qualitative and quantitative research. Whilst reasonable efforts have been taken to ensure accuracy, Chelsea Financial Services cannot guarantee that the information is free from errors, omissions, or inaccuracies.

This information does not constitute investment advice and should not be interpreted as a recommendation to invest in any fund listed. Past performance is not a reliable indicator of future returns.

Please read the full Important Notice on page 2 of the FundReview 2025 carefully before making investment decisions.

Whilst every effort has been made to ensure the accuracy of this information, Chelsea Financial Services takes no responsibility for any errors, omissions or inaccuracies contained therein. The funds within the Chelsea Selection are based on our proprietary research, which is both qualitative and quantitative. Please note this is not investment advice, nor does it imply that you should invest in this fund. Past performance is a not a guide to future returns.

To find out more about our Chelsea Risk Rating, please visit our dedicated page.

The AMC (annual management charge) is paid to the fund management company for managing the fund. It is calculated as a percentage of the value of the fund. The AMC is less than the Ongoing Charges Figure (OCF).

The OCF (ongoing charges figure): The cost includes the AMC and other fees such as registration, regulatory, audit and legal fees but does not include transaction costs and performance fees.