A Conversation with Brian Kersmanc of GQG Global Equity Portfolio

In today’s podcast, Kevin Van Dyk, Managing Director at BULLWEALTH, speaks with Brian Kersmanc, one of GQG’s three Portfolio Managers on its Global Equity Portfolio, for an insightful discussion on their distinctive investment philosophy, process, and strategy. Brian explains that GQG evaluates each holding on a five-year basis and emphasizes the firm’s perspective advantage—rather than an information advantage—when identifying new investment opportunities, illustrated through his analogy of viewing an apple from multiple angles. He further elaborates that GQG does not adhere strictly to a value or growth investment style; instead, they view quality as dynamic, allowing the portfolio to shift across sectors and regions as opportunities evolve. In addition, Brian highlights how GQG combines traditional analysis with input from non-traditional investigative journalists to uncover unique investment ideas and proactively adjust the portfolio in anticipation of potential risks.