Edward Marten, CEO of QuotedData, discusses the growth of technology, how countries are adapting and how technology trust managers are changing their portfolios.
Investing in technology companies offers the potential for significant capital growth as managers select companies that can extract very high margins and put pressure on the margins of companies in other sectors, as they disrupt old-fashioned business models. According to QuotedData research, Herald and Polar Capital Technology were in the top ten performing trusts (see next page) on a NAV basis over Q3, boosted by a resurgent technology sector. The fast pace of development in technology means the winners of today can become the losers of tomorrow. Companies have to adapt or face exti...
To continue reading this article...
Join Investment Week for free
Signup and gain exclusive members-only insights - all free of charge!
- Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
- Get ahead of regulatory and technological changes affecting fund management
- Important and breaking news stories selected by the editors delivered straight to your inbox each day
- Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
- Be the first to hear about our extensive events schedule and awards programmes
