Portfolio Manager Bill Hench talks about the significance of the current global technology buildout and its effects on his portfolios.
Watch the video here.
The tech buildout has been composed of a number of different things, primarily artificial intelligence, autonomous driving, public/private clouds, and really, the birth of a semiconductor capital equipment group in China.
Bonhoeffer Fund's performance update for the month ended July 31, 2022. Q2 2022 hedge fund letters, conferences and more The Bonhoeffer Fund returned 3.5% net of fees in July, for a year-to-date return of -15.8%. Bonhoeffer Fund, LP, is a value-oriented private investment partnership for . . . SORRY! This content is exclusively for Read More
We’re talking about whole new industries, right? We’re talking about major corporations taking what used to be held in-house and putting it out into the cloud. But you’ve also got public and private cloud