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February 2020 / VIDEO

Webinar Replay - Disruption 4.0: Tech Innovation Persists In Unlocking Capacity


David Eiswert, Portfolio Manager Global Focused Growth Equity Strategy, and Alan Tu, Portfolio Manager Global Technology Equity Strategy,  recently shared their impressions from the firm's annual research trip to Silicon Valley and key insights into the major factors they believe will continue to drive the technology sector. The discussion features perspective on nextgeneration semiconductors, new ways enterprises are embracing the cloud, opportunities related to the power of artificial intelligence, and more. Watch their discussion to hear how technology continues to unlock capacity in every industry, creating disruption and deflation along the way.



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2020 Outlook and Implications for Global Technology Equity Strategy
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A high conviction global equity fund for which we seek to identify companies on the right side of change. The portfolio typically consists of typically 60-80 stocks representing our most compelling bottom-up growth ideas, often derived from technological innovation and secular disruption.
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January 2020 / Investment Insights

Still Comfortable Being Uncomfortable

Still Comfortable Being Uncomfortable

Still Comfortable Being Uncomfortable

Still Comfortable Being Uncomfortable

By David J. Eiswert

David J. Eiswert Portfolio Manager

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