Investment opportunities presented by new technology cycle
Cloud computing, increased data storage and a move away from internet access exclusively through PC accelerates, Polar Capital believes investment opportunities lie in small and mid-cap companies.
“We are entering a new cycle in technology. This is good news for the technology asset class in general for a combination of circumstances coming together,” declares Ben Rogoff, director of technology at Polar Capital, a research-driven investment management company.
Rogoff believes budget pressures combined with the extraordinary growth of data are forcing what he calls an ‘architectural rethink’
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