Is it time to sell technology? US investors appear to think so as they flee the sector but international investors aren’t so convinced. Only a week after Bank of America’s chief investment strategist Michael Hartnett noted in a research report that inflows into tech funds are on pace to achieve record 18% AUM growth in 2017, today BoA quant analysts Jill Carey Hall and Savita Subramanian have issued a report claiming that BoA clients have been jumping out of tech stocks. [timeless] Q2/H1 Hedge Fund Letters – Letters, Conferences, Calls, And More JHL: Amazon Anti-Trust Scrutiny Could Be The Straw…
US Investors Sell Technology As International Investors Buy
Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for ValueWalk