Based in Silicon Valley, our team sits at the heart of the technology industry’s innovation engine.
In this video series, portfolio manager Vimal Patel together with senior analysts Nitin Saigal and Israel Hernandez share perspectives on opportunities emerging across the technology landscape and explain how they uncover investment ideas in a rapidly evolving market.
Watch the latest insights from our technology specialists below.
Investing across an expanding technology opportunity set
Vimal Patel, Portfolio Manager
Technology is no longer confined to a single sector. As AI permeates healthcare, industrials and other areas of the economy, the investment opportunity set is expanding. Vimal Patel explores opportunities from AI-related capital expenditure and explains why discipline around valuation sits central to the team’s approach.
Understanding how AI transforms consumer internet
Nitin Saigal, Senior Analyst
Consumer internet sits at the intersection of technological innovation and real-world consumer behaviours. Nitin discusses how we see AI disrupting digital platforms and online business models. It offers scope for creating value by solving customer problems and lowering barriers. AI looks set to power innovation in business and drive the development of entirely new business models.
Navigating software innovation through experience and insight
Israel Hernandez, Senior Analyst
Enterprise software is entering a new wave of innovation as AI reshapes how businesses operate. Israel explains how the team draws on decades of experience and its Silicon Valley network to separate lasting trends from market hype. He also explores how they identify the potential beneficiaries and disruptors of rising AI investment.
