A Reality Check for Tech?

By Platinum Asset Management | More Articles by Platinum Asset Management

 

After two years of excess and bubble-like valuations, the tech sector suffered a significant setback in 2022. While valuations are looking more attractive, will we finally see a return to investors valuing tech companies based on the strength of their business models and long-term potential earnings power rather than hype? Portfolio managers Alex Barbi and Jimmy Su share their insights and where Platinum is finding opportunities in tech.

 

The Platinum International Fund primarily invests in global listed securities and aims to provide capital growth over the long-term.