Where are the next big opportunities in tech? 

Orbis Investments

With conversations dominated by the biggest American tech companies, there’s hidden value to be found in other regions.

The "FANGAM" stocks - Facebook, Amazon, Netflix, Google (Alphabet), Apple and Microsoft - now represent more than 20% of the S&P 500 Index, which understandably leads to a lot of discussion about their place in global investment portfolios. 

But it's also worth considering these companies' overseas peers which may be trading at far more attractive valuations. 

This Orbis Investments article explores where opportunities are arising in tech, and what it means to be "contrarian" when investing in one of the fastest-growing sectors in the world. 

If you read this Orbis Investments article, you will learn:

  • how tech stocks have performed during the COVID-19 pandemic
  • the benefits of bottom-up stock selection
  • global investment alternatives to FANGAM companies

 


The opinions expressed in this content are those of the author shown, and do not necessarily represent those of No More Practice Education Pty Ltd or its related entities. All content is intended for a professional financial adviser audience only and does not constitute financial advice. To view our full terms and conditions, click here

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