Strategy & economics
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
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 Schroder Group and a trading name of Schroder & Co. Limited, 12 Moorgate, London, EC2R 6DA. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Nothing in this document should be deemed to constitute the provision of financial, investment or other professional advice in any way. Past performance is not a guide to future performance. The value of an investment and the income from it may go down as well as up and investors may not get back the amount originally invested. This document may include forward-looking statements that are based upon our current opinions, expectations and projections. We undertake no obligation to update or revise any forward-looking statements. Actual results could differ materially from those anticipated in the forward-looking statements. All data contained within this document is sourced from Cazenove Capital unless otherwise stated.