Investing in the secular growth of the mobile internet

John Deniz

Paragon Funds Management

The evolution of the mobile internet has been driven by the convergence of 3G infrastructure, cloud computing, social networking, video content, online commerce and the iPhone almost a decade ago. Today, we continue to believe that the drivers behind the mobile internet remain firmly in place. Cisco expects that the number of connected mobile devices will exceed 10bn by 2019 driving compounded mobile data traffic growth of 57% p.a. from 2014 –2019. The touted third industrial revolution, the Internet of Things (IoT), is forecast by Gartner to see over 25 billion internet connected devices by 2020, growth of 10x in 5 years. We are currently invested in two globally relevant Australian technology firms benefiting from these two areas of growth, Senetas (data security) and NetComm Wireless (machine-to-machine (M2M)). The link to the full report : (VIEW LINK)

John Deniz
Chief Investment Officer
Paragon Funds Management

John co-founded Paragon in 2012 and became principal and majority shareholder from 2017. John is responsible for executing the investment strategy and managing the Paragon Australian Long Short Fund. John has had 16 years in financial markets,...

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