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5i Report

Review of Constellation Software Inc

JAN 10, 2023 - CSU is an industry leader in the VMS market in North America. Given the challenging economic environment, management indicates that most of the operating units experience little to no impact indicating the phenomenal competitive advantage, and recession-proofed nature of VMS businesses. We believe the company still has a long way to grow and its investment thesis is still intact, we are maintaining our rating at A.

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Q: Hi Peter & 5i,
Q1 - CSU and VGT values have caused my TECH sector allocation to be overweight. Knowing you can't personalize weightings and keeping in mind the theory of letting your winners run. Would you see a trim of CSU and VGT and putting those proceeds into GSY as good switch for future growth? Or would I be just shuffling future growth from one sector to another?
Q2 - In showdown of TIH and EIF which one would you recommend for overall future returns? Do you have concerns about the debt levels of EIF versus the EBITDA? No such concerns with TIH.
Thanks always for your great insight and advice.
Read Answer Asked by Dennis on February 26, 2024
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