Fund of the Week: Henderson Global Technology

In the fourth of our series of Citywire Selection interviews with fund managers in Edinburgh Frank Talbot talks to Stuart O'Gorman, director of technology investments at Henderson Global Investors.

Citywire A-rated O'Gorman is one of the most highly regarded technology investors of his generation having taken over this fund in the throws of the technology crash. The technology industry is perceived as one of the healthiest sectors, with strong balance sheets and a prudent approach to leverage. 

In this interview O'Gorman talks about the potential headwinds facing the industry, why he only has a modest stake in online retailer Amazon and his take on Google's space elevator.

Previous videos in this series have been: 'Investing in 2012: views from the best in the business' and 'Harry Nimmo on the launch of his global fund'  and 'Jonathan Asante on the best opportunities in emerging markets'.