Josh Spencer: the future of big tech

Technology giants are set to grow their dominance, argues analyst and fund manager Josh Spencer, talking at a Cazenove Capital conference at London's Savoy Hotel

02/05/2018

In this video Josh Spencer, a technology analyst and portfolio manager with T Rowe Price, argues that the traditional measures used by analysts to value businesses do not readily apply to certain rapidly-growing firms.

Josh Spencer’s T Rowe Price Global Technology fund has been identified and selected by Cazenove Capital as a potentially attractive holding for some clients.          

This is a video of his complete presentation. A shorter interview in which he highlights his key arguments can be viewed here.

This article is issued by Cazenove Capital which is part of the Schroders Group and a trading name of Schroder & Co. Limited, 1 London Wall Place, London EC2Y 5AU. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. 

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