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  5. CSU: Worried about the bench strength in Csu. [Constellation Software Inc.]
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Investment Q&A

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Q: Worried about the bench strength in Csu. If Mark Leonard is no longer able to function as CEO would your opinion change. It is our Biggest holding for over 10 years.
Asked by Terry on August 18, 2025
5i Research Answer:

Mr. L has developed a good team over the years and mentored them well. But, it is a risk and would hurt the stock if he were to leave for any reason. With the current team and board we would not expect the overall strategy to change, but the stock would likely take a 10% hit (as a guess). Thus, we would size a position accordingly. We continue to like it overall despite recent weakness.