21 May 2026

Portfolio Update May 2026

In this Portfolio Update video, GCQ Investment Director Douglas Isles sits down with CIO Doug Tynan. They discuss the recent positive earnings season for our portfolio companies, including Visa, Scout24, Money Forward and Uber. While the market continues to grapple with the likely impact of AI on a range of established business models, it’s a timely reminder of the current opportunity to buy some of the world’s highest quality businesses, that we believe will be beneficiaries of AI, at attractive prices.