The team at BlueBox Asset Management is obsessed with Technology companies. If you want to learn about how to invest in the Technology space, this is a team to follow & learn from.

This video covers a very interesting conversation between William de Gale, FCA, CFA from BlueBox and Sahil Kapoor from Team DSP, which covered:

▶️The investment framework of the tech-companies-obsessed team at BlueBox Asset Management
▶️What investors should expect over the long-term?
▶️How can you avoid over-hyped themes or over-valued tech stocks?

This is a must watch for anyone interested in investing in the Technology space!

Chapters:
0:00:00 Introduction
0:02:06 Are we in the middle of a tech bubble?
0:10:03 Where are we in the market cycle?
0:11:14 William de Gale shares his approach to technology investing
0:14:41 William de Gale shares his take on valuation
0:18:30 William de Gale on identifying enabler businesses
0:20:41 William de Gale speaks about the semiconductor shortage & the long-term trend
0:27:56 Developing categories which fall into the bucket of enablers
0:30:56 Differentiating between a trend and a fad
0:35:53 William de Gale on the right time to exit
0:37:57 William de Gale shares his views on interest rates & inflation
0:41:24 William de Gale on porfolio management
0:44:42 William de Gale shares his views on small cap & large cap
0:47:42 William de Gale on the importance of geographic diversification & China
0:53:02 William de Gale shares tips for investors
0:54:58 William de Gale on asset allocation & investing

SEBI has set an industry-level limit of $7 BN for Mutual Funds (MFs) to invest in overseas securities & MFs & a limit of $1 billion for investment in overseas Exchange Traded Funds (ETFs). While the overseas ETF limit is still some distance away, the $7 BN limit for investments in overseas securities/MFs could get exhausted soon. Hence, on 23rd Jan 2022, SEBI advised us that DSP Global Innovation Fund of Fund (DSPGIF) should invest only in overseas ETFs until the overall limit of $7BN is raised. Therefore, DSPGIF will begin by investing 50% each into the iShares PHLX Semiconductor ETF & iShares NASDAQ 100 UCITS ETF. Eventually, the portfolio will aim to reflect our original design once the $7BN limit is enhanced. Please note this change, before you invest.

#TechCompanies #AssetManagement #BlueBoxAssetManagement #TechnologyCompanies #TechnologyInvesting #Valuation #PorfolioManagement #GeographicDiversification #AssetAllocation

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Disclaimer: Past Performance may or may not be sustained in the future and should not be used as a basis for comparison with other investments. Mutual Fund investments are subject to market risks; read all scheme-related documents carefully.

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