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Witan: don’t write off tech after Facebook

Following the recent annual results from Witan (WTAN), James Hart, investment director of the listed global multi-manager fund visited our studio to discuss the fall-out from the Facebook privacy scandal, the impact it might have on the investment trust’s 12% holding in technology companies and whether it could trigger a renaissance in ‘value’ investing after the dominance of growth stocks in recent years.

Hart also assesses the risks of a trade war between the US and China and takes issue with president Trump’s claim that such conflicts are ‘easy to win’.

 

 

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