We are thrilled to welcome jason to the board of directors, said steve levely, chief executive officer. Toronto rock player jesse gamble and jason donville, generate returns. Sure, like our biggest position has been for years constellation software, which is a software company that has very high margins, and largely because it acquires other software companies that are like the number one player in their space, and that entrenched position comes from intellectual property, the quality of their. We are a toronto based north american longshort equity fund with a small cap bias. A lacrosse pro turned top hedge fund manager goes allin on tech. Jason donville is a principle of donville kent asset management, and he joins us today to discuss constellation software inc.
Over the course of his career, jason has enjoyed considerable success investing in softwareasaservice saas companies such as ackroo. All content is posted anonymously by employees working at constellation software. Focus on companies that have enduring qualities that will be able to sail through the turbulence. Glassdoor has 1 constellation software office photos to give you an inside look at what it is like to work at constellation software. It paid off as constellation grew to become one of canadas largest. Jason has had an illustrious career as an awardwinning analyst in both asia and canada. Management teams and boards of directors are being tested like never before by the covid19 pandemic, and every day brings a long list of updates ranging from forecast suspensions, to job cuts, and more. Looking for a 10%50% market return without a lot of volatility. A lacrosse pro turned hedge fund manager goes allin on tech. I was going to write on this blog that he was responsible for what happens in his city, because hes the face of the town for me and many other investors from all across canada. Constellation software will keep the party going in 2015. Constellation shares have gone up about 36fold over.
Jason mann, chief investment officer at edgehill partners, discusses constellation software. Reviews from constellation software inc employees about constellation software inc culture, salaries, benefits, worklife balance, management, job security, and more. More than 10 years ago, the torontobased hedge fund began buying shares of the upstart software company. Jason has won numerous awards as both an analyst and hedge fund manager in asia and canada. These are some of my favourite canadian technology stocks, most of which appear in my list of capital compounders. About us overview constellation software is an international provider of marketleading software and services to a number of industries, both in the public and private sectors. For the small investor, you cant trade in these markets. Jason is the president and ceo of donville kent asset management dkam, a highly specialized asset management firm that manages investments on behalf of individual investors as well as select institutions. Ackroo welcomes jason donville to its board of directors. Not sure if results going forward are going to be quite as strong.
View todays stock price, news and analysis for constellation software inc. Constellation software inc leads canadian tech stock revival. The guy known by me as the guy whos been saying for two or three years that well eventually meet in quebec city and have a few drinks together. Canada doesnt have a lot of great consumer product companies, so when one starts to emerge, people tend to take a closer look at it. Jason thinks that over 2016, as they pay down debt each quarter, the stock will be. Gender diversity board proposal at constellation software. We are thrilled to welcome jason to the board of directors, said steve levely, chief executive. Ackroo appoints jason donville to board of directors ackroo. Facebook gives people the power to share and makes the world more open and connected. That can be painful at times, the same as it is for professional investors. These investments include other successful canadian software companies such as constellation software, tio networks, enghouse, and open text.
Lets take a look at 10 small caps that have been recommended by many analysts in canada over the last 5 years. We invest in great businesses and aim to achieve compounding longterm returns. Constellation software s elusive ceo open this photo in gallery. Most of these have been recommended by jason donville, but some others have been recommended by me and some other bad analysts. It went public in 2006, and now has,000 employees spread over 6 operating segments. Constellation softwares elusive ceo the globe and mail.
It paid off as constellation grew to become one of canadas largest software sellers. Join facebook to connect with jason donville and others you may know. When i saw that guy, in july 2019, i immediately thought about jason del vicario, who represents vancouver in my mind. Akrff, a gift card, loyalty marketing technology and services provider, announced the appointment of jason donville as a member of the board of directors. Ackroo appoints jason donville to board of directors. Canadian tech stock revival led by constellation software. This is the constellation software company profile. A lacrosse pro turned hedge fund manager goes allin on. Constellation software leads canada tech revival bloomberg. Feels the markets will do better than the 4% they did last year. You cant buy on a monday and sell on a friday and make money. We are thrilled to welcome jason to the board of directors, said steve levely, chief executive officer at ackroo. At the end of the year, investors will be happy with what their portfolios have done.
As an example, jason donvilles investment in constellation software is a 30bagger i. Canadian software companies such as constellation software, tio. My interview with jason donville of donville kent asset management originally appeared in my national bestselling book, market masters, which is available at chapters, indigo, and coles as well as costco and amazon. Names like constellation software, open text and enghouse. Jason donville president and ceo donville kent asset. Jason manns discusses constellation software video bnn. Barrons also provides information on historical stock ratings, target prices, company earnings, market valuation. May 6, 20, bloomberg news constellation software inc.
Thinks a lot of the negatives around the world will quietly play out and get wrestled to the ground. Csu will stop going up, but that wont happen in 2015, says one portfolio manager. Coming in at number one, software conglomerate constellation software has been a favourite of mr. We have extremely low overlap with major indices and believe our unique portfolio is part of the. We have been in search of a capital markets expert to join our. Jason is the president and ceo of donville kent asset management. Jason donville is a principle of donville kent asset management, and he joins midas letter to discuss constellation software inc and concordia healthcare corp more room for canadian tech winners. Time weighted rate of return as of january 31, 2020, net of fees and expenses. Constellation software will keep the party going in 2015, says donville. I dont think canada gets enough love for its technology companies. Valeant pharmaceuticals intl inc, concordia healthcare. Steal these ideas from one of canadas top fund managers.
And when we talk about super stocks, the first american fund manager to come to mind is peter lynch. When i interviewed canadas top growth investors jason donville, martin braun, peter hodson, martin ferguson, and ryaz shariff for my book, market masters, i. V, akrff, a gift card, loyalty marketing technology and services provider, announces the appointment of jason donville as a. Canada doesnt have a lot of great consumer product companies, so when one. Jason donville, president and ceo at donville kent asset management, expects the company to grow by at least 25% in 2015 and to once again generate superior, risk. Jason manns discusses constellation software video bnn are you looking for a stock. Todays top 5 constellation software inc jobs in canada. View jason donvilles profile on linkedin, the worlds largest professional community. The president and ceo of torontos donville kent asset management. Jason donville of donville kent asset management on constellation software inc csu and concordia healthcare corp cxr jason. The guy known by himself at least, as the new jason donville. After all, which other celebrity is from vancouver. This one had a few things, such as foreign exchange and coffee prices, that have been working in their favour. But we have constellation software, shopify, cgi etc.
Constellation software is a diversified software company. Jason donville is president, donville kent asset management. Three top stock picks from donville kents jason donville. Browse photos to learn about constellation software offices and culture. Search 19 constellation software jobs now available on, the worlds largest job site. Email me now for a free copy of my new book capital compounders.
Donville intends to stay a small player in canadas hedge fund market. Donville was consistently ranked as one of the top financial services analysts in the country. Constellation software has become one of canada s biggest publicly traded technology companies by playing the acquisition game a. Constellation, based in toronto, has surged 483 percent in the five years through may. Jason donville, an investor in constellation software for the past decade, supports the call for greater diversity on the companys board. Now he is no where to be seen or heard a core theme was looking for stocks with a high roe. See the complete profile on linkedin and discover jasons connections and jobs at similar companies.