Strong tech firms are not just the preserve of the US, and a stake in EU tech firm Tenemos has boosted Nicolas Walewski's Alken Absolute Return Europe fund.
To many European investors, the technology sector carries the stigma of being high risk. For others, the scope of tech stocks does not deviate much further from the dominant smartphone makers Apple and Samsung. Our take is different; we believe the sector is a fertile ground for stockpickers. Far from just smartphones, the tech investment universe comprises a number of different industries, many of which are lowly correlated to each other. There are also many shifts in value within this sector, which provides many investment opportunities at different points in time. Contrary to what ...
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