MtM by WSP – Threadneedle (LUX) Global Technology
27th May 2021
Guest
Richard Mc Closkey, Client Portfolio Manager
About the fund
Threadneedle Global Technology has one of the largest and most experienced team managing technology-related funds, using a unique investment style to address the tech sector’s highs and lows through a conviction-weighted, growth-focused and valuation-aware approach. Columbia Threadneedle has sub-advised the fund to Seligman Technology Group, based in Menlo Park, California.
The lead Portfolio Manager is Paul Wick, a leading and veteran tech investor, who has been multi-awarded for his long-term vision and unparalleled investment discipline. The investment team consists of 13 investment professionals with a comprehensive research coverage across all tech sub-sectors and averaging 25 years of industry experience. It is one of the largest and most experienced team managing technology-related funds. Paul Wick has successfully navigated the rapidly evolving technology industry over the past 3 decades. His team applies a unique investment style to address the tech sector’s highs and lows through a conviction-weighted, growth-focused and valuation-aware approach.
The webcast will be a Q&A cession focused on the 360° review of the tech sector. The following talking points for the industry will be addressed:
- Short/Long-term effects of COVID on the tech sector
- Impact of semiconductors shortage
- 5G super cycle
- China trade war
- Growth versus value and current rotation
- Valuations across the whole sub-sectors
- Ethics in the technology investments
- Stocks specifics comments
Unfortunately, the video file is too heavy, it cannot be posted here. However, if you want to see or download it, click on this link: Threadneedle (LUX) Global Technology