In a market crowded with macroeconomic crystal ball gazing and noisy high-conviction stock picking, the GCQ fundie is building a business based on one thing.
Doug Tynan loves a checklist. In a funds management market crowded with macroeconomic crystal ball gazing and noisy high-conviction stock picking, the former VGI Partners executive is building a business based on one thing: does an investment make it through an extensive vetting process.
So far, it appears to be working. His flagship GCQ fund posted a 26.1 per cent return for the six months to the end of April, outperforming its global equities benchmark by 17.6 per cent.
