Technology Sector Retains Powerful Momentum

The technology sector continues to garner huge interest. Not much more than a decade ago, the investment universe was comprised primarily of personal computers and software companies. But the sector has changed dramatically in a relatively short space of time and, in so doing, has generated enormous value creation. It is much broader with more diverse markets, companies, and business models than ever before. As large-scale investors, we must grapple with this extremely dynamic industry and also scrutinize lofty valuations in some areas. That is why our annual trip to Silicon Valley – where we meet with top executives of the leading tech firms – is hugely valuable for deepening insights into our investments in the sector.

 

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