David Clark from Koda Capital speaks with Doug Tynan about his lifelong passion for investing and the guardrails that help protect him from the pitfalls of bias. Doug unpacks the meaning behind GCQ’s name and explains how the name serves as a long-term reminder of the firm’s investment philosophy. Doug also provides insights on the…
Continue readingThe hedge fund GCQ has quickly become one of Hemnet’s largest owners and is now pressuring the board for measures to lift the depressed stock. In a letter to the chairman, the fund warns that the low price makes the housing platform an obvious acquisition target. “The risk of that is very high,” investment manager…
Continue readingDoug Tynan features on Future Generation’s podcast, 2fold: Take Stock. As a pro bono fund manager for Future Generation Global (ASX: FGG), Doug shares the mindset and methods behind GCQ’s focused, high-conviction investment approach. Doug also takes a deep dive into Uber and explains why he sees the increasing prevalence of autonomous vehicles as a…
Continue readingIn his inaugural podcast, Doug shares key lessons he learned from Charlie Munger and how they have influenced the GCQ investment strategy. This includes the central role played by checklists in the investment process, and the measures Doug has in place to tackle his subconscious investment biases. Doug also provides an overview of key portfolio…
Continue readingIt’s out with the listed investment company and in with the exchange-traded fund for Australia’s best-known stock pickers. Yesterday GCQ Funds, a hedge fund run by former VGI Partners operator Doug Tynan, joined the rush for the ASX, launching its Global Equities Complex ETF. The pitfalls of an old-style LIC is well-known. Fund managers around…
Continue readingGCQ co-founder and chief investment officer Douglas Tynan is backing technology giants such as Google to make the greatest gains from AI through acquisitions and innovation, rather than smaller AI start-ups. Mr Tynan made the comments as GCQ revealed a 50 per cent annual return in its flagship fund – the first result for the…
Continue readingIn 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…
Continue readingFunds rating house Zenith Investment Partners has wasted no time in slapping a “recommended” target on Doug Tynan’s new fund, backing the stockpicker and his team to make money for investors. In a first look at Tynan’s GCQ Flagship Fund, Zenith said its rating was underpinned by the team’s experience, and particularly Tynan and his…
Continue readingEx-VGI fundie Justin Hardwick is now at GCQ Funds Management with colleagues Doug Tynan and David Symons. The trio are back investing with gusto. Justin Hardwick was just 25 when the Sydney hedge fund where he was an analyst, VGI Partners, began digging into Slater & Gordon. It was 2015, and the then ASX-listed law…
Continue readingFund manager Doug Tynan, who shot to prominence after identifying the accounting irregularities that triggered Slater & Gordon’s unforgettable implosion, says the central bank-fuelled bull market has made short-selling currently unviable. Mr Tynan, who has quietly established GCQ Funds Management where he is chief investment officer, swore off bets against companies over the…
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The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (APIR SPC5039AU assigned November 2023) referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at Fund Research Regulatory Guidelines
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Zenith Investment Partners Pty Ltd ABN 27 103 132 672 AFSL 226872 Fund Awards issued 18 October 2024 are solely statements of opinion and not a recommendation in relation to making any investment decisions. Fund Awards are current for 12 months and subject to change at any time. Fund Awards for previous years are for historical purposes only. Full details on Zenith Fund Awards at https://www.zenithpartners.com.au/zenith-fund-awards-2024/