A Lacrosse Pro Turned Hedge Fund Manager Goes All-In on Tech
- Software stocks helped Donville fund to 19% gain in 2019
- ‘The bigger you get, the harder it is to perform,’ Gamble says
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A top hedge fund manager and former professional lacrosse player is betting that the roaring technology industry will continue to produce some of Canada’s top performing stocks.
In Constellation Software Inc., Donville Kent Asset Management Inc. may have made its best bet yet. More than 10 years ago, the Toronto-based hedge fund began buying shares of the upstart software company. It paid off as Constellation grew to become one of Canada’s largest software sellers, with a market value of about C$31 billion ($23 billion).