Brian Kersmanc at GQG Partners says a decision to empty his funds of tech companies more than a year ago is finally starting to pay off https://www.bloomberg.com/news/articles/2026-04-10/gqg-s-kersmanc-says-early-big-tech-exit-is-finally-paying-off?taid=69d8ea83619636000155325e&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter