We seek to identify the long-term, secular forces at work in the markets as opposed to the short-term, cyclical swings that may lead to profits or losses in a given quarter. Powerful trends at work in the tech sector include the growth of media platforms, the rise of artificial intelligence, and the digitization of the enterprise.
White Paperswhite paper
Technological Innovation and Disruption
April 01, 20192019-04-01
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