Investing ahead of the curve
While ‘technology’ was once a distinct industry, today there is technology in every business and every sector globally. Being a successful investor in this environment means buying businesses that can stay ahead of the curve, explains Garry Laurence, Portfolio Manager at Perpetual Limited. He shares the example of Nasdaq; while Nasdaq is well known for the technology companies listed on its exchange, it is a leader in exchange and blockchain technology, which it provides to over 50 global exchanges, including the ASX.
Getting a handle on the true industry leader requires some out-of-the-box thinking, as most companies are hesitant to give the full story. Laurence says they like to talk to customers, unlisted competitors, and other industry participants to get a deeper understanding of a company’s competitive position. For a deeper look at how to invest ahead of the curve, watch the short video below.
Did you know that 98% of the world’s investment opportunities are located outside of Australia? Perpetual enable investors to access companies from different regions and industries under represented in our domestic market. Find out more
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