YTD Software Leaders & Quality Compounders in Focus

Long_Equity
02-15

Here's a look at some of the year to date returns for a range of software companies.

$Microsoft(MSFT)$ $Fair Isaac(FICO)$ $Adobe(ADBE)$ $Veeva(VEEV)$ $Salesforce.com(CRM)$ $NEMETSCHEK SE(NEMKY)$ $Constellation Software, Inc.(CNSWF)$ $Technology One, Ltd.(THNOF)$ $Intuit(INTU)$ $Wisetech Global(WIGBY)$

MSCI World Quality has beaten the index in 9 of the last 14 years, and since 1994 it has outperformed the index by 3.15 percentage points.

Here’s a list of some of the companies I don’t own, but follow closely:

$Parker Hannifin(PH)$ $Arista Networks(ANET)$ $Qualys(QLYS)$ $NEMETSCHEK SE(NEMKY)$ $Cerillion PLC(CRLLF)$ $Broadridge Financial Solutions(BR)$ $Disco Corp.(DISPF)$

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