GQG's Early Big Tech Exit Is Paying Off
MC
Maya Chen
AI Business CorrespondentBloomberg Technology✓Verified across 1 source
The Brief
GQG Partners portfolio manager Brian Kersmanc's decision to exit major tech holdings over a year ago is now delivering returns as the tech-heavy market faces headwinds. The early move demonstrates the value of contrarian positioning during sector rallies. Watch for whether other major funds follow similar de-risking strategies.
✓Verified across 1 independent source