John Baron's Investment Trust Portfolio 

Retaining faith in technology

Retaining faith in technology

In general, the past decade has seen growth indices trump their value counterparts. Value managers and investors point to value making a comeback and highlight its longer-term track record. However, the very nature of the latest technology revolution – the internet and, with it, the digital transformation and extensive adoption of more technology-enhanced business models – is ensuring the sector will continue to benefit from its own multi-year cycle which is still in its early stages.

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