Tech, Tesla and finding opportunities despite the trade wars
Whilst innovation continues to present long-term opportunities in the technology sector, the outlook for 2019 is less certain given pending trade negotiations. I just got back from visiting over 50 technology and communications companies in San Francisco, Silicon Valley and Seattle, looking for investments that aren’t dependent on the outcome of those negotiations.
In this webcast I discuss some of the key findings and highlights from the trip, which included a visit to Tesla’s 5.3 million square foot car factory.
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Lachlan is a Global Portfolio Manager of Alphinity Investment Management. His focus is on the Technology, Communication Services and Utilities sectors, as well as portfolio management oversight. Lachlan was previously a senior member of Platinum Asset Management’s global equities investment team, from 2010-2015. At Platinum he covered a diverse range of sectors and geographies, and managed investments across the firm’s international, sector and regional funds. Prior to joining Platinum, Lachlan was an Investment Director at the private equity firm Oceania Capital Partners (2006-2010) and started his career in Investment Banking at UBS (1999-2006) covering private equity. He holds a Bachelor of Commerce from Sydney University.
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Lachlan is a Global Portfolio Manager of Alphinity Investment Management. His focus is on the Technology, Communication Services and Utilities sectors, as well as portfolio management oversight. Lachlan was previously a senior member of Platinum...
Expertise
Lachlan is a Global Portfolio Manager of Alphinity Investment Management. His focus is on the Technology, Communication Services and Utilities sectors, as well as portfolio management oversight. Lachlan was previously a senior member of Platinum...
Expertise
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