Three year focus: Technology funds to keep an eye on
By International Adviser, 1 Jul 15
Morningstar fund analyst Samuel Meakin picks his three technology funds based on their last three years of performance.
The DNB Technology Fund
The DNB Technology fund is run by a team headed by Anders Tandberg-Johansen.
The team looks for the long-term trends affecting the sector in order to identify the companies that are best positioned to benefit from these trends.
Evaluation of a company’s management and its track record is a key part of the investment process, and other company attributes sought by the team include barriers to entry, scale and product demand.
