Tech Down Under | Long MITCH Short Market
Slowing global growth and share economy models have fueled the online transition of substantial parts of the economy to deliver global reach, lower costs and lower prices. The maturity of the US Tech sector with US market risks will have global investors looking into the Australian Tech sector. MITCH outperformance shows the disparity in the growth outlook of the new economy versus the old economy. Innovation plans by the major parties will continue to improve tech business sentiment, while falling currency will bring overseas predators trying to grow by M&A. The preferred exposure in the current market is the MITCH small cap growth picks. MITCH Large Cap Multifactor Top Ten Picks: SRX, JBH, FXJ, CSL, HVN, CPU, ANN, FLT, CWN and CAR; MITCH Large Cap Growth Top Ten Picks: SRX, DMP, CSL, REA, CAR, COH, TPM, JBH, RMD and ALL; MITCH Small Cap Multifactor Top Ten Picks: CNU, NEC, ACR, MYX, DNA, SGN, GEM, CCV, TGA and SXL; MITCH Small Cap Growth Top Ten Picks: NXT, IPP, TNE, IFM, RKN, FPH, ADH, WEB, ISD and MTU ; (VIEW LINK)
Over 25 years’ experience in the finance/tech industry. Mathan has worked extensively in all parts of the finance sector (i.e. County NatWest, Citi, LIM, Southern Cross, Bell Potter, Baillieu Holst and Blue Ocean Equities). Currently Founder and...