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‘Never waste a good sell-off’: GCQ invests $200 million in software stocks

‘Never waste a good sell-off’: GCQ invests 0 million in software stocks

By Alex Gluyas
Publication Date: 2026-02-24 22:27:00

As investors sold software companies this month over fears that artificial intelligence would disrupt their businesses, Doug Tynan, GCQ’s prominent investment chief, was busy buying up the shares to prepare for an early recovery.

The high-stakes bet coincided with a brutal few weeks for GCQ’s $2 billion flagship fund, which lost 9.1 percent last month alone and 12.9 percent over three months. But the indiscriminate nature of the sale, which reminded Tynan of the global financial crisis, only made him excited.

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