Top Fund Manager Unveils His Strategy For Picking The Right Tech Investments: 'Bigger Is Better'
Portfolio Pulse from Benzinga Neuro
Richard Clode, a fund manager at Janus Henderson Investors, shares his investment strategy in tech firms, focusing on long-term trends and underappreciated stocks. His funds include Big Tech stocks like NVIDIA, TSMC, Mastercard, and Visa. Both of Clode’s funds have outperformed the S&P 500’s half-year return of nearly 16%.
July 19, 2023 | 10:35 am
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POSITIVE IMPACT
Mastercard is part of Richard Clode's investment portfolio, indicating his confidence in the company's long-term prospects.
Richard Clode's inclusion of Mastercard in his portfolio suggests he sees potential in the company's future performance. This could potentially attract more investors.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 75
POSITIVE IMPACT
NVIDIA is part of Richard Clode's investment portfolio, indicating his confidence in the company's long-term prospects.
Richard Clode's inclusion of NVIDIA in his portfolio suggests he sees potential in the company's future performance. This could potentially attract more investors.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 75
POSITIVE IMPACT
TSMC is included in Richard Clode's investment portfolio, indicating his belief in the company's future growth.
Richard Clode's inclusion of TSMC in his portfolio suggests he sees potential in the company's future performance. This could potentially attract more investors.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 75
POSITIVE IMPACT
Visa is included in Richard Clode's investment portfolio, indicating his belief in the company's future growth.
Richard Clode's inclusion of Visa in his portfolio suggests he sees potential in the company's future performance. This could potentially attract more investors.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 75