02 Sep 2026

Portfolio Update September 2026

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In our latest Portfolio Update video, GCQ Investment Director Douglas Isles sits down with CIO Doug Tynan. They reflect on another positive earnings season for our portfolio companies, noting that the market has now started to think more rationally about the impact of AI, observing that this has led to a very strong couple of months for the portfolio as well as an increasingly encouraging outlook. Looking forward, the strength of network effects remains underappreciated, and the team is working hard exploring new ideas to ensure the portfolio remains fresh in all market conditions.