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Download our December 7th Weekly Telegram

Outlooks - December 2018

Perspectives - Q4 2018

Value Trust

By Jeff Otto, CFA

Last month, I had the good fortune of attending an investor conference featuring some of the world’s most renowned technology companies. A few of the marquee speakers included Facebook COO Sheryl Sandberg, Microsoft CEO Satya Nadella and Alphabet (Google) CFO Ruth Porat. Not surprisingly, there was almost universal optimism from every management team regarding their future growth prospects. As several CEO’s noted, every industry in the world is being impacted by the digital revolution. This digital transformation is leading to strong secular demand for hardware, software and semi-conductors that power things like cloud data centers, autonomous vehicles and smartphones.

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