KJH Perspectives: A Portfolio Manager Discussion on the Technology Sector

KJH Insights - Managing Risk & Returns

English - February 11, 2022 04:53 - 15 minutes - 21.1 MB
Investing Business wealthmanagement investmentmanagement investmentreturns managingrisk Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: KJH Perspectives: A View On Equities - Navigating Inflation and Rising Rates

Next Episode: Navigating an Uncertain Macroeconomic Environment

Sarah Bull, Partner & Portfolio Manager, and Reza Samahin, Portfolio Manager of the KJH Technology & Growth Fund, discuss the opportunities for technology and growth stocks. They look back on how the market has viewed tech stocks since 2020, the heightened market volatility, the recent sell-off in tech stocks, and share their views on the sector for 2022. Sarah and Reza also discuss the role that tech stocks continue to play in your investment portfolios.