Our theme of Value Tech Stocks is up by about 13% year-to-date, compared to the Nasdaq-100 which is up by just about 11%. Although this doesn't really count as meaningful outperformance, we see multiple catalysts for the theme in the medium to long term. Firstly, the Federal Reserve signaled that...
Our theme of Value Tech Stocks is up by about 13% year-to-date, compared to the Nasdaq-100 which is up by just about 11%. Although this doesn't really count as meaningful outperformance, we see multiple catalysts for the theme in the medium to long term. Firstly, the Federal Reserve signaled that...
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