Guy Feld, co-manager of the Marlborough UK Micro-Cap Growth fund, highlights investment opportunities in companies punching above their weight in the fast-changing world of technology.
Dolly Parton has seen the future. Visitors to her Dollywood theme park in Tennessee no longer need to stand in line for the attractions, they can hire a handset, queue ‘virtually’ while exploring the park and then get straight on the ride. Q-Bot Dolly is not alone: theme parks around the world have adopted the Q-Bot device developed by Berkshire-based company Lo-Q. With a market cap of only around £80m, Lo-Q is a good example of how a small but innovative technology company can develop a product that becomes a market-leader around the world. Technology offers huge opportunities...
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