View the article online at http://citywire.co.uk/wealth-manager/article/a734492
Is big tech past its peak?
by James Phillipps on Feb 17, 2014 at 10:10
But while Hohaus believes many of the tech old guard are no longer attractive from a growth perspective, he is finding plenty of opportunities in the sector. He points to the trend of machine-to-machine data exchanges as a high growth area, highlighting ARM, Littelfuse, Siler Spring and Nordic Semiconductor.
He is also backing cloud computing software demand through Service Now, digital advertising growth through Pandora, and robotics, where he favours Kiva, which carries out Amazon’s stock fulfilment.
The LO Funds – Technology fund has returned 44.3% over three years in dollar terms, ranking it 8/113 in the Citywire Equity - Technology sector.
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by James Phillipps on Jul 23, 2014 at 14:34